Linda Rogers, CFP<sup>&reg;</sup> - Financial Advisor

Linda Rogers, CFP®

MSBA, EA

Financial Planner

Planning Within Reach

550 West B Street, 4th Floor
San Diego, CA 92101
FINANCIAL ADVISOR'S WEBSITE
(619) 567-9306 CONNECT WITH Linda
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General

Linda Rogers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Planning Within Reach in San Diego, CA and the surrounding communities.

Financial Advisor Overview

While we work with a wide variety of clients, most of our clients are ages 30-60 years old, married 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. We also help clients integrate sustainable investments into their portfolios.

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Financial Advisor Experience

I am a CERTIFIED FINANCIAL PLANNER™ Professional. I earned my Master’s Degree in Financial and Tax Planning at San Diego State University and my Bachelor’s Degree in Economics from Villanova University. I earned my Enrolled Agent in 2013. I now have more than 15 years of experience giving financial advice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Government & Military, Getting Married, Life Planning, Starting a Family, Women's Finances

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Helpful Financial Planning Resources