Meet our Virtual Fiduciary Financial Planner

Linda Rogers, Owner & Founder, CFP®, EA, MSBA

In 2005, I read about airline companies filing for bankruptcy and defaulting on their employee pension plans. Overnight, many employees saw their promised retirement income disappear or be dramatically reduced. That moment sparked a sense of urgency for me. I realized I didn’t have a clear retirement strategy of my own. I was contributing to my employer’s 401(k) and receiving benefits I only partially understood, but I lacked confidence in how to invest, how much to save, or whether I was truly on track. Despite earning an Economics degree from a strong academic program, I had never been taught how to make real-world financial decisions. That realization led me to immerse myself in personal finance and ultimately to transition into financial planning as a profession.

• CERTIFIED FINANCIAL PLANNER™ Professional

• Master’s Degree in Financial and Tax Planning from San Diego State University

• Bachelor’s Degree in Economics from Villanova University

• Enrolled Agent certificate from the IRS in 2013

• Creator of The Investing Forward Podcast

• Author of LindaVRogers.com

• Over 18 years of experience giving financial advice

• Starting in 2020, we began donating a percentage of our profits to charity. In 2026, we became a member of 1% for the Planet, a global network of businesses that give at least 1% of annual revenue to fund environmental solutions. Learn about the charities we have given to.

• When I am not working, I am taking guitar lessons, reading books for my book club, and trying to outsmart the critters in my organic veggie garden.