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:

*Your Financial Travel Guide to Life: 30 years on the Road with Rowling & Associates

SDJW salutes its September 2015 writers

SAN DIEGO (SDJW) – During the month of August, San Diego Jewish World was privileged to publish works by the following writers and photographers.   We would like to take this opportunity to say thank you and to publicly express our appreciation. To access works by these contributors on San Diego Jewish World, type or copy their name into the […]

SDJW salutes its September 2015 writers Read More »

Barry Shaw, Dorothea Shefer-Vanson, Eileen Wingard, Eric George Tauber, Fred Reiss, EdD, Lawrence Baron, Lloyd Levy, Mark D. Zimmerman, Melanie Rubin, Michael Leo Samuel-Rabbi, Michael Ordman, Mimi Pollack, Natasha Josefowitz, Sheryl Rowling, Shoshana Bryen, Steve Kramer

A hearty thank you to SDJW’s August contributors

SAN DIEGO (SDJW) – During the month of August, San Diego Jewish World was privileged to publish works by the following writers and photographers.   We would like to take this opportunity to say thank you and to publicly express our appreciation. To access works by these contributors on San Diego Jewish World, type or copy their name into the

A hearty thank you to SDJW’s August contributors Read More »

Barry Shaw, Donald H. Harrison, Dorothea Shefer-Vanson, Edwin Black, Eileen Wingard, Fred Reiss, EdD, Ira Sharkansky, Lawrence Baron, Mark D. Zimmerman, Michael Ordman, Mimi Pollack, Natasha Josefowitz, Sheryl Rowling, Shor M. Masori, Shoshana Bryen, Steve Kramer

SDJW thanks its July 2015 contributors

SAN DIEGO (SDJW) – During the month of July, San Diego Jewish World was privileged to publish works by the following writers and photographers.   We would like to take this opportunity to say thank you and publicly express our appreciation. To access works by these contributors on San Diego Jewish World, type or copy their name

SDJW thanks its July 2015 contributors Read More »

Donald H. Harrison, Dorothea Shefer-Vanson, Eileen Wingard, Eric George Tauber, Eva Trieger, Fred Reiss, EdD, Ira Sharkansky, Lawrence Baron, Lloyd Levy, Mark D. Zimmerman, Michael Ordman, Mimi Pollack, Natasha Josefowitz, Sheryl Rowling, Shor M. Masori, Shoshana Bryen, Steve Kramer

SDJW thanks June, early July contributors

SAN DIEGO (SDJW)—San Diego Jewish World acknowledges and thanks those writers whose bylines and photo credit lines appeared during the month of June and the first few days of July on its website.  They included: David Amos Stephen Hazan Arnoff Laurie Baron David Bedein Edwin Black Dan Bloom Shoshana Bryen Stephen Bryen Garry Fabian Donald

SDJW thanks June, early July contributors Read More »

Barry Shaw, Donald H. Harrison, Dorothea Shefer-Vanson, Edwin Black, Eileen Wingard, Eric George Tauber, Eva Trieger, Fred Reiss, EdD, Ira Sharkansky, Lawrence Baron, Mark D. Zimmerman, Michael Leo Samuel-Rabbi, Michael Ordman, Mimi Pollack, Natasha Josefowitz, Sheryl Rowling, Shor M. Masori, Shoshana Bryen, Steve Kramer

SDJW thanks its May contributors

SAN DIEGO (SDJW)—San Diego Jewish World acknowledges and thanks those writers and photographers whose bylines appeared during the month of May on its website. They were: David Amos Laurie Baron Caren Besner Dan Bloom Shoshana Bryen Stephen Bryen Garry Fabian Abraham Foxman Donald H. Harrison Natasha Josefowitz Rabbi Ben Kamin Tony Klug Steve Kramer Lloyd

SDJW thanks its May contributors Read More »

Barry Shaw, Donald H. Harrison, Dorothea Shefer-Vanson, Eileen Wingard, Eric George Tauber, Eva Trieger, Fred Reiss, EdD, Ira Sharkansky, Lawrence Baron, Mark D. Zimmerman, Melanie Rubin, Michael Ordman, Mimi Pollack, Natasha Josefowitz, Sheryl Rowling, Shoshana Bryen, Steve Kramer

‘Cancer Mirror’ a testament to strength and spirit

By Sheryl Rowling LA JOLLA, California–As part of the Joyce Forum’s short films at the San Diego Jewish Film Festival, The Cancer Mirror showcased a local filmmaker’s personal tale of losing her mother to cancer. When community leader Jan Tuttleman was diagnosed with stage 4 brain cancer, her daughters had to face the real possibility of

‘Cancer Mirror’ a testament to strength and spirit Read More »

San Diego County, Sheryl Rowling