San Diego Virtual Advisors
San Diego Financial Planners
Serving San Diego and Surrounding Communities
Planning Within Reach has expertise serving San Diego County residents for over 10 years with their financial planning needs.
We have expertise working with San Diego school teachers, Military members, and employees of Apple, Qualcomm, Intuit, General Atomics, Hewlett Packard and many others.
From families with young children to those preparing to retire, we help our clients create a financial roadmap where they will plant, grow, and harvest a healthy financial life.
Meet Our San Diego Financial Planner
LINDA ROGERS, CFP®, EA, MSBA
Learn About Our Services for San Diego Residents
One-Time Financial Plan
A one-time comprehensive plan is ideal for families and individuals who want a custom strategy that clearly maps out how to meet their financial goals.
Investment Management + Financial Planning
Imagine not having to worry about rebalancing your portfolio or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.
Planning Within Reach is Different
We are building a business of doing right by our clients as fee-only fiduciaries. At PWR, we do not receive any type of sales commission and never sell insurance or any other financial products. Our process is thorough and detailed, but you will find us approachable and honest. We offer our clients customized solutions for a flat project or assets under management fee. We are proudly a woman-owned firm with advisors who will be around to see you through your retirement years.
√ Fee-Only
√ Fiduciary
√ Virtual and Convenient
√ Transparent Pricing
√ Designated Advisor
√ Comprehensive
√ Impact Investments
√ Woman-Owned
√ San Diego