Meet our Virtual Fiduciary Financial Planner

Linda Rogers, Owner & Founder, CFP®, EA, MSBA

• CERTIFIED FINANCIAL PLANNER™ Professional

• Master’s Degree in Financial and Tax Planning from San Diego State University

• Bachelor’s Degree in Economics from Villanova University (outside of Philadelphia, PA)

• Enrolled Agent certificate from the IRS earned in 2013

• Mom to four girls

• Military spouse for the last twenty years (Navy)

• Over 18 years of experience giving financial advice

• Plays guitar and spends her free time trying to outsmart the critters in her organic veggie garden

• Creator of The Investing Forward Podcast

• Author of LindaVRogers.com

Why I became a Financial Planner

In 2005, I read about airline companies filing for bankruptcy and defaulting on their employee pension plans. Overnight, many employees saw their promised retirement income disappear or be dramatically reduced.

Reading about this story was a wakeup call for me. I realized that I had no idea what I was doing when it came to personal finance. I was contributing to my employer’s 401(k) and receiving benefits that I only partially understood, but I lacked the confidence on how to invest, how much to save, and whether I was truly on track.

This was crazy to me because I earned an Economics degree from a great school! I was just never taught how to make real-world financial decisions.

As I chatted with those around me, I realized that I was not alone. People needed help as companies started moving from offering pension plans (managed by the companies) to 401(k)s (managed by the employee). That’s when I decided to become a financial planner.

Our Charitable Giving

Starting in 2020, we began donating a percentage of the company’s profits to charity. In 2026, we became a member of 1% for the Planet, a global network of businesses that give at least 1% of annual revenue to fund environmental solutions. Learn about the charities we have given to.

Places I’ve Called Home

Because of my husband’s Navy career, we’ve had the opportunity to live in many different parts of the country (and even overseas). I love connecting with clients who share ties to these places!

Bergen County, New Jersey
Where I grew up

Villanova, Pennsylvania
Where I went to school and met my husband

New York City, New York (Upper East Side)
My first apartment on my own while working in Midtown at a financial services firm

Pensacola, Florida
Where my husband completed Navy flight training

San Diego, California (Serra Mesa & Coronado)
Where I lived for most of my adult life

Memphis, Tennessee
We did one short tour here (yes, there is a Navy presence close to Memphis!)

Arlington, Virginia
Lived here while my husband worked at the Pentagon

Kanagawa Prefecture, Japan
We lived here for 2 ½ years, including during COVID. We took home lots of favorite Japanese recipes, traditions, and memories. We even hiked Mount Fuji.

Virginia Beach, Virginia (current home)
Our current home - loving it here so far.