Sheryl Rowling (BA, CPA/PFS, MBA)

Sheryl Rowling focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

As a Registered Investment Advisor (RIA), we are regulated by the Securities and Exchange Commission, which audits firms every six to ten years on average.

You can sleep well at night knowing that we act out of "fiduciary duty," the obligation to put your interest first.

Additional Information

When it comes to financial planning and investments – whether it is for a comfortable retirement or funding your child’s education – you need a financial advisory firm that is looking out for your best interests. The team at Rowling & Associates does not work on commissions – we work for you! 

You may think that a financial adviser is required to act in your best interest; however, that is not the case for all financial planners – only for those called fiduciaries. Rest assured, we adhere to the strict guidelines of the fiduciary standard of care so that your best interests always come first.

We know this industry and financial planning is confusing and complicated. The R&A team strives to make it all easy to understand in a fun, approachable environment.

NAPFA Start Date

May 03, 2012

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This Office

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