Fiduciary and Fee-Only Financial Planning Firm

Our advisors are located in San Diego, CA and work virtually with our clients. PWR offers one-time comprehensive financial planning, ongoing impact-focused investment management and tax preparation services. PWR is a woman-owned firm that serves busy families and investors looking to make an impact with their money.


Financial Advisory Services That Save You Time

Custom Financial Advice

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A one-time comprehensive plan is ideal for families and individuals who want a custom strategy that clearly maps out how to meet their financial goals.

Investing With An Impact

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Imagine not having to worry about rebalancing your portfolio or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.

Seamless Tax Preparation

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Our Tax Preparation services are ideal for families and individuals who do not have the time or confidence to prepare their own taxes or who have received sub-par service from their current tax preparer.


Don’t Be a Statistic - Get a Comprehensive Financial Review

42% of people won’t have enough savings to retire when they want to.

40% of people don’t know how their investments are allocated, including whether they are invested in tobacco stocks.

Only 37% of all high-net-worth (HNW) investors have reviewed their portfolio for “impact”, yet the majority of people we speak with believe the success of a company should be measured by more than just its financial performance.

25% of retirees were forced into retirement because of a lack of available work while an ever greater percentage noted poor health.


Meet Our San Diego Financial Advisors

Linda Rogers San Diego Financial Planner

Linda Rogers, CFP®, EA, MSBA - San Diego Financial Planner

“My role is not to judge, or say ‘no’, but to make sure you considered all of your options and understand the ramifications of your financial decisions. With good planning, you’ll have more power than you think you do - whether it’s to retire early, pay less in taxes or maximize your portfolio for a changing future.”

 
 
alicia butera financial planner san diego

Alicia Butera, CFP® - San Diego Financial Planner

“I want my clients to feel confident, educated and reassured in their financial journey. My clients are in the driver’s seat, but I am here to keep them accountable and on the right path towards reaching their goals.”

 

Planning Within Reach is Different

 

We are building a business of doing right by our clients as fee-only fiduciaries. At PWR, we do not receive any type of sales commission and never sell insurance or any other financial products. Our process is thorough and detailed, but you will find us approachable and honest. We offer our clients customized solutions for a flat project or assets under management fee. We are proudly a woman-owned firm with advisors who will be around to see you through your retirement years.

√ Fee-Only
√ Fiduciary
√ Virtual and Convenient
√ Transparent Pricing
√ Designated Advisor
√ Comprehensive
√ Impact Investments
√ Woman-Owned
√ San Diego & Memphis