Hi! 👋 I'm Linda, Owner of PWR.

I live in Coronado, CA, with my husband and four girls. We have lived in Pensacola FL, San Diego CA, Memphis TN, Japan, and Arlington VA - all for my husband's job as a Navy helicopter pilot.

I am a Jersey girl, and most of my family is still in Garden State. When I am not working, I take surfing lessons, play my acoustic guitar, read non-fiction, and try to outsmart the critters in my organic veggie garden.

I have been doing financial planning and investment management for 18 years. I offer two services:

(1) project-based financial planning and
(2) ongoing financial planning + investment management.

My typical clients are people who have never had a plan before, those who want a second opinion, and those who don't have time to manage their money anymore.

While I help with traditional investing, my specialty is people who want to do more with their money. They are thoughtful about the products they buy, the companies they buy from, and where they donate. Naturally, they want to be thoughtful about where they put their investment dollars.

I look forward to connecting with you this year.

Linda Rogers, CFP®, EA, MSBA is the owner and founder of Planning Within Reach, LLC (PWR). Originally from New Jersey, Linda services clients throughout San Diego county and nationwide. She leads the design of PWR's investment portfolios which utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.

Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning, ongoing impact-focused investment management and tax preparation services in San Diego and nationwide. PWR is a woman-owned firm that specializes in busy professionals and impact investors. Planning Within Reach, LLC and their advisors do not receive commissions and do not hold any insurance licenses or brokerage relationships.