As fiduciaries to our clients, we pride ourselves in putting their interests first, working with them in a fee-only capacity, which eliminates conflicts of interests that are prevalent with Wall St. firms and brokers.
SAN DIEGO (PRWEB) April 24, 2019
Rowling & Associates, a leading independent wealth management firm announced today that the firm was recognized by AdvisoryHQ, a national media company, as one of the top 12 financial advisory firms in San Diego, CA.
Founded by financial services and CPA veteran, Sheryl Rowling, Rowling & Associates has been a pillar in the San Diego community for over 30 years, providing clients with comprehensive financial planning, wealth and investment management advice as well as tax planning and preparation services.
“We are extremely honored and delighted to be recognized as one of the top 12 advisors in San Diego,” said Sheryl Rowling, CEO of Rowling & Associates. “We have an incredible, experienced, skilled and diverse team of financial planning, investment management and tax professionals all working together to bring successful outcomes to our clients. As fiduciaries to our clients, we pride ourselves in putting their interests first, working with them in a fee-only capacity, which eliminates conflicts of interests that are prevalent with Wall St. firms and brokers.”
AdvisoryHQ specializes in evaluating financial services professionals and uses an objective methodology to determine their rankings. AdvisoryHQ has developed a breakthrough “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.
To learn more about AdvisoryHQ’s methodology*, click: https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/
To learn more about Rowling & Associates, please log on to http://www.Rowling.com.
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
*AdvisoryHQ was launched in April 2015 and provides reviews and rankings of various types of advisory firms and products in the United States and other countries. Financial advisory and wealth management firms do not pay for AdvisoryHQ rankings. AdvisoryHQ does not review or rank financial or investment professionals (individuals). AdvisoryHQ is an independent third-party firm with no affiliation with Rowling Associates.
AdvisoryHQ published reviews and/or rankings do not constitute or imply endorsement or recommendation of any kind of Rowling & Associates services or product offerings. Rowling & Associates use and references to AdvisoryHQ reviews or rankings does not constitute or imply endorsement or recommendation of any kind of any AdvisoryHQ services or products.