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Women of Influence in Accounting & Finance
Tara Weisinger was named an honoree for San Diego Business Journal’s Women of Influence in Accounting & Finance Top 50 Honorees. Congratulations Tara! Read Tara's write-up and see all the nominees here.
San Diego Business Journal 40 Under 40
Lorenzo Sanchez has been named one of San Diego's 40 Next Top Business Leaders Under 40 by the San Diego Business Journal! This award takes into consideration several criteria, including industry achievements and community involvement. Congratulations, Lorenzo!
SmartAsset named R&A one of the Top Financial Advisors in San Diego in 2022
SmartAsset ranked the top 10 firms according to assets under management and then laid out the firms’ fees, investment strategies and more in tables and in reviews. We're proud to announce Rowling & Associates was among the top 10 named by SmartAsset in their Top...
Lorenzo Sanchez Interview on the Investing Forward Podcast
Recently, our very own Lorenzo Sanchez, CFP® was profiled on the Investing Forward Podcast with Linda Rogers. Below is an edited interview of how Lorenzo and the team at Rowling & Associates are creating a unique investing, tax and financial planning firm, while aligning clients’ values with their investing and charitable goals.
Rowling & Associates Announces Internal Succession; Names 3 New Principals as Owners
Rowling & Associates (R&A), a multiple award-winning independent wealth management firm, announced today that founder and CEO Sheryl Rowling has successfully transitioned the ownership of R&A through an internal succession plan. Veteran financial...