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:

Snippets from ‘Show Up on Shabbat’ weekend

SDJW staff report SAN DIEGO (SDJW) – In synagogues in San Diego and across the country, Jews and their friends answered the call of the American Jewish Committee to “Show Up for Shabbat” to demonstrate just one week after the Pittsburgh massacre that people of good conscience will not be intimidated. Contributors to San Diego

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David Ogul, Donald H. Harrison, Eileen Wingard, Eva Trieger, Jewish Religion, Lawrence Baron, Sheryl Rowling

Rowling authors ‘Your Financial Travel Guide to Life’

SAN DIEGO (Press Release) — Rowling & Associates, a leading independent wealth management firm, has announced the availability of company founder Sheryl Rowling’s new book, Your Financial Travel Guide to Life. This personal financial management guide addresses the changing financial issues people face as they journey through the many stages of their lives. The easy-to-read

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Sheryl Rowling