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San Diego Business Journal 40 Under 40

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!

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Lorenzo Sanchez Interview on the Investing Forward Podcast

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.

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