Steve Doster (CFP®, MBA)

Steve Doster focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Rowling & Associates is a commission-free firm, which quite simply means we don’t sell financial products or get paid by 3rd parties for our recommendations. Our only interest is in educating our clients to understand and select the best ways to achieve their unique financial future.

What sets us apart from other financial planners is our ability to explain your financial life in an approachable and understandable way, and our focus on tax-efficient strategies. This enables our clients to alleviate the fear of managing their own finances and investments, and converting that fear into a feeling of empowerment through knowledge.

 

Additional Information

Steve first discovered his interest in finance and investments shortly after graduating from The University of Arizona with a BS in mechanical engineering. He was offered a position in a highly selective training program for twenty newly graduated engineers with a Fortune 500 company that offered excellent health and retirement benefits. “I was surprised and slightly embarrassed that my new coworkers and I were baffled about what choices to make among all the retirement and investment options presented to us during the new employee orientation.” stated Steve. It was then that he realized the education system does not address the basics of financial planning. It wasn’t his fault that twenty intelligent, college-educated kids didn’t know this stuff, but no one would be to blame except himself if he didn’t do something about it. So he jumped in head first to self-educate himself by reading every financial book, magazine and newspaper he could get his hands on. It wasn’t long before his interest in financial planning developed into a passion to help his friends and family navigate the maze of retirement savings plans, tax laws and investment options.

Steve went on to earn an MBA from Arizona State University with a specialization in finance. Upon graduation, Steve accepted a position in Southern California with JPMorgan Chase as a financial analyst working his way up to a client manager and vice president. Steve’s desire to bring financial advice to people rather than corporations eventually outweighed the opportunities at a large financial institution. He left JPMorgan and founded his own fee-only firm. After 6 years on his own, Steve joined forces with Rowling & Associates to provide tax-efficent wealth management.

NAPFA Start Date

August 02, 2010

This Office

8889 Rio San Diego Dr Ste 202 San Diego, CA 92108-1673 Phone: (619) 295-0200 Fax: (619) 295-0210