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

Planning Specialties

While we work with a wide variety of clients, most of our clients are ages 30-60 and juggling multiple savings goals. Our clients are financially savvy, but need help putting all the pieces together. They are often ready to outsource financial tasks, such as managing their investments and preparing their taxes, so they can focus on their careers and spend more time with their families.

Our clients want a socially and environmentally responsible investment portfolio and appreciate our holistic approach to their finances. They love having one contact for their financial planning, investment management and tax preparation needs, saving them time and money.


Schedule a free 15-minute phone call to speak with one of our advisors about our services and to receive a quote. 

Additional Information

Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering comprehensive financial planning, 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. 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

Submit
Submit

This Office

550 West B Street 4th Floor San Diego, CA 92101 Phone: (619) 567-9306