SAN DIEGO, Feb. 11, 2021 /PRNewswire-PRWeb/ -- Rowling & Associates (R&A), a multiple award-winning independent wealth management firm, announced today that Juan Aguilar, Director of Operations, has been named to the Board of Directors of the Bayside Community Center.
The Bayside Community Center's mission is to "Empower our diverse community to improve its quality of life through services, education and advocacy." Focused in the Linda Vista community in San Diego, CA, Bayside Community Center promotes community connection, economic self-sufficiency, while helping to expand educational and cultural opportunities, as well as facilitate healthy living and general well-being.
"My passion for helping the community and giving back is what drew me to Bayside," said Mr. Aguilar. "I decided to become involved as a board member as I believe in the organization's mission and have a passion for helping those in need. It is a true honor to have been invited to join the board of this remarkable organization supporting so many empowering activities for the community."
"The new additions to our board are a continued reflection of Bayside's commitment to having board members who are from or live-in the community and having a strong representation of women and people of color on the board," said Ilana Lopez, Vice President of Bayside's Board of Directors. "Each of the new board members also brings an important skill to the table, which shows that it is possible and necessary to have a board that is diverse in every way and possess the knowledge and experience necessary to push the organization forward. We look forward to working with Juan and welcome him to our team."
Mr. Aguilar serves as Director of Operations for Rowling & Associates, having joined R&A in 2013. His primary responsibilities include developing and updating comprehensive financial plans, providing portfolio research & analysis, spearheading the firm's Marketing initiatives and most recently, overseeing Operations. Prior to joining the firm, Juan worked for an asset manager in Del Mar, CA. He also spent two years working for The Vanguard Group where he provided investment guidance to clients. Juan holds an Executive Financial Planner Advanced Certificate and B.S. in Finance from San Diego State University.
To learn more about the Bayside Community Center and the recent announcement of its new board members, click https://www.baysidecc.org/social-action-blog/2021/2/8/board-of-directors-expansion.
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), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ (CFP®). To learn more, log onto http://www.rowling.com
Timothy Welsh, Nexus Strategy, LLC, 415-847-4874, [email protected]
SOURCE Rowling & Associates