Linda Rogers, CFP^®

MSBA, EA

Financial Planner

Planning Within Reach

3419 Virginia Beach Blvd #530
Virginia Beach, VA 23452

FINANCIAL ADVISOR'S WEBSITE

www.planningwithinreach.com

(619) 567-9306 CONNECT WITH Linda

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

https://www.instagram.com/planningwithinreach/

General

Linda Rogers is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Planning Within Reach in Virginia Beach, VA and the surrounding communities.

Financial Advisor Overview

Most of our clients have been good savers and have accumulated substantial assets, but their financial lives have become more complicated along the way. They may have investments spread across multiple accounts, a high income and tax bill, a business or equity compensation, an inheritance, or a retirement that suddenly feels close enough to require some real decisions. They need someone to look across their entire financial life, identify what could be improved, and help them follow through. We provide comprehensive financial planning and investment management, with a particular focus on making good decisions around investments, taxes, retirement, insurance, and estate planning.

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 18 years of experience giving financial advice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
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, Getting Divorced, Employee Benefits, Government & Military, Irregular Income, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Women's Finances