Linda Rogers (CFP®, EA, MSBA)
Linda Rogers focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- Federal Employees
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Tax Planning
- AUM
- College/Education Planning
- Federal Employees
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Tax Planning
Planning Specialties
Most of our clients are 30+ and balancing multiple goals—retirement, college savings, home upgrades, and more. They’re financially savvy but want a clear plan and a trusted partner to put all the pieces together. Many choose to outsource investment management so they can focus on their careers and families.Additional Information
Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering comprehensive financial planning and impact-focused investment management services in Virginia Beach and nationwide.
PWR is a woman-owned firm that specializes in busy professionals and impact investors. Our investment portfolios utilize broad, low-cost investments that integrate environmentally, socially, and governance (ESG) factors.
Schedule a free 15-minute phone call to speak with one of our advisors about our services and to receive a quote.
NAPFA Start Date
April 05, 2013
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