Rowling & Associates Named to 2019 Invest in Others Charitable Champions List

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San Diego Financial Advisory Firm Earns National Recognition for Leadership in Corporate Philanthropy

Giving back to the community has always been a foundational pillar in our mission and purpose in helping investors meet their goals and dreams. We are very honored to be included as one of the top 20 advisory firms in this endeavor.

Rowling & Associates, a leading independent wealth management firm, has been announced as one of twenty financial advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List.

The Charitable Champions List recognizes advisory firms for their exemplary efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. Invest in Others received dozens of applications, which were evaluated blindly by a judging panel made up of financial advisors. Applications were evaluated on criteria including employee benefits, company contributions, and philanthropic events and programs offered by the firms.

A short list of the charities Rowling & Associates supported in 2019, include:

  •     Rady Children’s Hospital
  •     Jewish Family Service of San Diego
  •     ADL’s Walk Against Hate
  •     San Diego Coastkeeper Beach Clean Up
  •     Center for Community Solutions
  •     San Diego Sports Medicine Foundation
  •     Center for Jewish Culture
  •     Bayside Community Center

“Giving back to the community has always been a foundational pillar in our mission and purpose in helping investors meet their goals and dreams,” said Sheryl Rowling, CEO and founder of Rowling & Associates. “We are very honored to be included as one of the top 20 advisory firms in this endeavor and look forward to continuing to expand our charitable and philanthropic efforts.”

About Sheryl Rowling

Sheryl Rowling has been providing fee-only tax and financial planning advice since 1979. She is the founder and principal of Rowling & Associates with professional credentials including Certified Public Accountant and Personal Financial Specialist. Active in her field, Sheryl has been named one of the nation’s top 250 financial advisors by Worth magazine and has been included as one of Accounting Today’s Top 100 Most Influential People in Accounting, and most recently recognized as one of the industry’s “Icons and Innovators” by Investment News. Previously, Sheryl managed tax departments at Arthur Young & Company and two multi-million dollar corporations. She holds an MBA in finance and a BS in accounting from San Diego State University.

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

About the Invest in Others Charitable Foundation The Invest in Others Charitable Foundation amplifies the charitable work of financial advisors and their firms by providing a platform to increase awareness and funding for their favorite nonprofits. Its programs recognize, support, and connect, which helps to build critical visibility, encourage others to get involved, channel additional resources to those in need, and highlight the important work being championed by the financial services community. For more information, visit investinothers.org or follow Invest in Others on Twitter, LinkedIn, and Facebook.

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Timothy Welsh
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