Linda Rogers
Owner, Financial Planner
Planning Within Reach
Originally from New Jersey, Linda Rogers 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.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Linda Rogers is a San Diego, fee-only financial planner. Planning Within Reach (PWR) provides comprehensive financial planning and wealth management. PWR is a woman-owned firm that specializes in busy professionals and impact investors. PWR and their advisors do not receive commissions and do not hold any insurance licenses or brokerage relationships.
Get to Know Linda Rogers
Linda Rogers has over 18 years of experience and focuses on busy professionals and impact investors. She is a wealth manager and financial planner offering a one-stop solution for clients interested in sustainable investments.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Sustainable Investing
Ideal Clients:
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Novice Investors
- Busy Professionals
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Linda Rogers's Designations and Affiliations
Media Mentions and Industry Involvement
Linda Rogers is Quoted in the Wall Street Journal: "Helping a Family Move into a Bigger Home"
Linda Rogers is Quoted in Good Housekeeping: "What Is the Gift Tax? How to Know Whether You Owe"
Linda Rogers is Quoted in the New York Times: "Why You Should Hire a Financial Planner, Even if You’re Not Rich"
Linda Rogers is Quoted in Woman's Day: "9 Smart Ways to Plan For Your Dream Retirement"
Linda Rogers is Quoted on Redfin: "First-Time Homebuyer? Here’s How to Prepare Financially"
Linda Rogers is Quoted on CNBC: "Why a down market may actually represent an opportunity for investors"
Linda Rogers is Quoted in USA Today: "How to use the extra money in your paycheck if you avoid tax refunds"
Linda Rogers is Quoted on NerdWallet.com: "Make a Home Down Payment Without Wrecking Your Finances"
Linda Rogers is Quoted in Forbes: "8 Things Financial Advisors Wish You Realized About Retirement"
Linda Rogers is Quoted on CNBC: "Nearing retirement? This checklist can help you make sure you’re financially prepared"
Linda Rogers is Quoted on Business Insider: "What to do in your 20s, 30s, 40s, and 50s to retire with $1 million, according to financial planners"
Linda Rogers is Quoted on CNBC: "This job challenge should scare older workers"
Linda Rogers is the Author of LindaVRogers.com Blog
Linda Rogers is Quoted on How Stuff Works: "5 Ways to Save Money (Besides Giving Up Lattes)"
Linda Rogers is Quoted on CNBC: "5 ways to make the gig economy work for you"
Linda Rogers is Quoted on CreditKarma.com: "Credit Karma Guide to Budgeting"
Linda Rogers is Quoted in Forbes: "Americans Still Missing The Boat On Retirement Savings"
Linda Rogers is Quoted on Nasdaq.com: "5 Tips to Keep Your Holiday Spending Under Control"
Planning Within Reach is a Member of the Green Business Network as Listed with Green America
Office Locations
550 West B Street, 4th Floor #142 - San Diego, CA 92101
