Linda V. Rogers
PLANNING WITHIN REACH
Coronado, CA
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CRD#: 5532846
Professional summary
Linda V Rogers, CFP®, who also goes by Linda Marie Vallone, is a registered financial advisor currently at PLANNING WITHIN REACH, LLC located in Coronado, California.
Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Linda has worked at 1 firm .
Core Areas of Focus
Comprehensive Financial Planning
401(k)/403(b)/IRAs
Buying a Home
Career Change
Asset Allocation
Investment Management
Government & Military
Getting Married
Life Planning
Starting a Family
Women's Finances
Biography
In 2005, I read about airline companies filing for bankruptcy and defaulting on their employee pension plans. Overnight, employees saw their retirement income disappear or be greatly reduced. I felt a sense of panic that I, myself, did not have a retirement strategy in place. I had my employer’s 401k plan and other benefits that I did not completely understand. Despite graduating with an Economics degree from a great school, I was never taught how to invest my 401k money, or how much I should be saving every year towards retirement. That led me to read everything possible about personal finance that I could get my hands on, and shortly after, transition into financial planning as a profession.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Linda Marie Vallone
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Linda V Rogers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
April 5, 2013 - Present
PLANNING WITHIN REACH, LLC
RIA
CRD#: 165383
Coronado, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/5/2013)
IAR
Texas(1/11/2023)
IAR
Virginia(8/5/2025)
Exams
Current Firm
PLANNING WITHIN REACH, LLC
PLANNING WITHIN REACH | ROGERS, LINDA VALLONE | PLANNING WITHIN REACH, LLC
CRD#: 165383 / SEC#:
California
Registered Investment Advisory firm - (1/1/2013 Approved)Tennessee
Registered Investment Advisory firm - (11/27/2019 Terminated)Texas
Registered Investment Advisory firm - (1/9/2023 Conditional Restricted)Virginia
Registered Investment Advisory firm - (8/5/2025 Approved)PREMIUM
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Contact information
Main Address
Virginia Beach, VA
Mailing Address
3419 Virginia Beach Blvd #530, Virginia Beach, VA 23452
Phone number
(619) 567-9306
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 7,190,081 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
