Megan Rouse, CFP®, founded Megan Rouse Financial Planning, a California Registered Investment Adviser firm in February 2009. After several years of working in corporate finance for a large Wall Street firm – and seeing first hand the level of financial resources available to large corporate clients – Megan wanted to expand the reach of her financial expertise to address the needs of individuals, families and small businesses. Megan believes that everyone is entitled to know whether and how they can achieve their financial goals and be empowered by taking action towards those goals.
Megan Rouse is a CERTIFIED FINANCIAL PLANNER™ professional.
Megan received her B.A. from Smith College in Mathematics and Physics, and received her M.B.A. with emphasis in Finance from the Haas School of Business. Megan completed the Personal Financial Planning Certificate Program through Kaplan University in 2008, and passed the Certified Financial Planner™ exam in 2008.