SAN DIEGO, March 6, 2022 /PRNewswire-PRWeb/ -- Rowling & Associates announces the retirement of founder/owner Sheryl Rowling on February 28, 2022. Juan Aguilar, Lorenzo Sanchez, and Tara Weisinger became principal directors with the firm on October 1, 2020, when Sheryl Rowling passed on the legacy of her firm and transitioned ownership and management responsibilities to them. Aguilar, Sanchez, and Weisinger will continue to jointly share full responsibility for the firm's leadership, including oversight of client account management, firm operations and services, and general CEO responsibilities, as they have since assuming ownership in 2020.
With 30+ years cumulative experience in the field, and over 10 years with Rowling & Associates, Aguilar, Sanchez, and Weisinger are fully prepared and excited to continue Sheryl's legacy work providing fiduciary advice and wealth management services in their client's best interests.
"Sheryl's unique perspective and expertise will be missed greatly. I am honored to have mentored under her, worked with her, and been a part of growing this firm to be the epitome of customer-centered wealth management that it is today. Sheryl never swayed from her mission of putting the clients first—above all else—and we will remain deeply committed to maintaining that as our core philosophy." -Juan Aguilar / Principal/Owner, Rowling & Associates LLC
Rowling & Associates began as a small accounting firm founded by Sheryl Rowling, CPA/PFS.
Today Rowling & Associates is more vibrant than ever, serving an increasingly diversified client base with a growing number of team members, each bringing new expertise and industry-specific trainings and certifications to the firm. Visit http://www.rowling.com/the-rowling-team to learn more about Aguilar, Sanchez, Weisinger, and the rest of the Rowling team.
ABOUT ROWLING & ASSOCIATES
Rowling & Associates provides fee-only, tax-efficient financial planning and investment advice. The firm doesn't earn commissions on any recommendations and adheres to strict fiduciary standards. Prestigious designations held at the firm include Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®). Visit http://www.rowling.com to learn more about the firm.
Media Contact
Erika Fettner, Rowling & Associates LLC, 1 619-295-0200 Ext: 208, [email protected]
SOURCE Rowling & Associates LLC
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