Sheryl Rowling

Sheryl Rowling

Sheryl Rowling is a certified public accountant (CPA), personal financial specialist (PFS), and Principal of Rowling & Associates, a progressive fee-only wealth management firm helping a diverse clientele with investments, taxes, and financial planning. Active in her field, Sheryl has been named one of the nation’s top 250 financial advisors by Worth magazine for three consecutive years and has been included as one of Accounting Today’s Top 100 Most Influential in Accounting. Her industry association membership includes:

•American Institute of Certified Public Accountants (AICPA), tax and financial planning divisions

•Financial Planning Association (FPA)

•California Society of Certified Public Accountants

•National Association of Personal Financial Advisors (NAPFA)

•All-Star Financial Group, former president

In 2006, Sheryl’s book, Tax and Wealth Strategies for Family Businesses was published by CCH. She also has a personal finance book, Your Financial Travel Guide to Life, available for purchase on Amazon. Co-authored by members of the Rowling & Associates team, the book provides advice and guidance needed to help people achieve their goals at any stage of life. Sheryl regularly writes columns for the San Diego Jewish World (www.sdjewishworld.com), Morningstar (www.morningstar.com) and InvestmentNews (www.investmentnews.com). She is often quoted in both local and national publications.

Her books, available on Amazon, include: