Fiduciary and Fee-Only Financial Planning Firm
PWR offers one-time comprehensive financial planning and impact-focused investment management. We are based in San Diego, CA but work with clients worldwide. Our clients are busy professionals and impact investors looking to generate a positive environmental and social return alongside their financial return.
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.
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 ensure that you have considered everything necessary before making a financial decision. With proper planning, you are in control - whether you want to retire early, pay less in taxes or maximize your portfolio for a changing future.”