Megan Rouse Financial Planning

At Megan Rouse Financial Planning, we are dedicated to providing personalized and comprehensive financial planning services to individuals, families, and small businesses in California. Our mission is to empower our clients by providing objective financial advice and specific recommendations tailored to their unique financial situations, enabling them to take control of their financial futures and achieve their goals.

Our Story

Megan Rouse, CERTIFIED FINANCIAL PLANNER professional, founded Megan Rouse Financial Planning in 2009 after several years of working in corporate finance for a large Wall Street firm. She was driven by a passion to expand her financial expertise to address the needs of individuals, families, and small businesses. Megan believes that everyone deserves to know whether and how they can achieve their financial goals and be empowered by taking action towards those goals.

Our Services

We offer a range of fee-only financial planning services, including goal setting and prioritizing, cash management and capital planning, education planning, retirement planning, social security planning, tax planning, employee-benefits planning, insurance planning, investment planning, estate planning, and small business retirement plans. Our services are designed to provide our clients with a comprehensive understanding of their financial situation and illuminate pathways towards realizing their financial goals.

Our Expertise

Megan Rouse is a CERTIFIED FINANCIAL PLANNER professional with a Bachelor's degree in Mathematics and Physics from Smith College and an MBA with an emphasis in Finance from the Haas School of Business. She completed the Personal Financial Planning Certificate Program through Kaplan University in 2008 and passed the Certified Financial Planner exam in 2008.