Planning Within Reach, LLC

Planning Within Reach, LLC (CRD# 165383) is a financial advisory firm headquartered in San Diego, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Planning Within Reach, LLC
Showing 1 - 1 of 1 top financial advisors.
Linda V. Rogers
CRD#: 5532846
4455 Murphy Canyon Road, Suite 207, San Diego, CA 92123

Linda Rogers (CRD# 5532846) is an Investment Advisor Representative working at Planning Within Reach, LLC in San Diego, CA and has 1 year of experience in the finance industry. Linda Rogers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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