Fiduciary and Fee-Only Financial Planning Firm
Our financial 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
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
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
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 Plan 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 investors have reviewed their portfolio for “impact”, yet the majority of investors 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 even greater percentage noted poor health.
Meet Our San Diego Financial Advisors
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, 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.”