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Megan R
CFP®, Series 65
Dublin, CA
Megan Rouse Financial Planning
Megan Rouse is the principal of Megan Rouse Financial Planning in Dublin, California, holding the CFP® designation and a Series 65 license with 17 years of industry experience. She is also a California Licensed Professional Fiduciary and operates a separate fiduciary services business. Megan has provided financial planning services since 2009. Her firm advises individuals, families, and small businesses with comprehensive or segmented financial planning, focusing on non-discretionary advice and low-cost investment options such as mutual funds and ETFs. The firm uses project, hourly, or retainer fee structures and does not manage client assets or take custody of funds.
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