San Diego Financial Planners
Serving San Diego and Surrounding Communities
linda rogers, san diego financial planner
Planning Within Reach has expertise serving San Diego County residents for over 10 years with their financial planning needs.
We have expertise working with San Diego school teachers, Military members (Navy specialty), and employees of Apple, Qualcomm, Intuit, General Atomics, Hewlett Packard and many others.
From families with young children to those preparing to retire, we help our clients create a financial roadmap where they will plant, grow, and harvest a healthy financial life.
We are headquartered in San Diego, helping clients nationwide.
Contact our San Diego Financial Advisors
Learn About Our Services for San Diego Residents
Why We Are 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
√ Woman-Owned