Fiduciary • Fee-Only
Tax-Centered
Sustainability Driven
Community Minded
Forward Thinking
Team Approach
About Our Firm
Financial planning & wealth management that’s all about YOU.
Our integrated approach to wealth management includes financial planning, assets management, and advanced tax planning (with in-house CPAs!) to minimize your tax burden and maximize the return on your investments.
Why Rowling & Associates?
At Rowling & Associates our goal is to be stewards for your own financial journey, as well as stewards of sustainable finance for a better world. We believe the two go hand in hand, and that investing responsibly doesn’t require financial compromise. In fact, quite the opposite! We utilize environmental, social, and governance (ESG) analysis which adds another layer to traditional investment analysis that focuses on economic value.
Part of our approach to serving your financial needs is to also help you enjoy life during the journey towards meeting your immediate and long-term goals. Life is an adventure, and we’re here to help advise you through the various milestones and stages of your life.
Who We Are
Fiduciaries
Work with a team of fiduciary experts who are integrity driven and legally obligated to do what is right for you.
Sustainability Driven
Sustainable investing strategically aligns the success of your investments with that of our planet.
TAX-Centered
Alleviate the burden of tax by allowing experts to manage your investments tax-efficiently.
Team Approach
One firm, working as a team, to support all your financial planning, investment, tax planning and tax return needs.
Forward Thinking
Using the latest in financial planning and investment strategies, we’re always looking towards the future.
Community Minded
We support our community and the betterment of society through volunteerism and the boards we serve on.
What We Believe
We Believe In Planning For The Long Term
Having a long-term investment approach with proper asset allocation and portfolio diversification is crucial for helping you reach your goals and live the future of your dreams.
We Believe In Reducing Taxes
We Believe In Reducing Costs
We Believe In Sustainable Practices
We strive to be socially and environmentally conscious at every level. In addition to our focus on ESG investing for our clients, we take pride in our larger efforts to forward sustainability through our own responsible corporate practices. Operations at Rowling & Associates include reuse and recycling mandates, electronic communications rather than printed documents when possible, work-from-home opportunities, employee incentives for green initiatives, and more.
We Believe In Giving Back
We enjoy seeking opportunities to give our time and resources to various causes in our community.
Giving back to our community includes volunteer board memberships, corporate-sponsored days off for employee volunteering, charitable donations, and participation in other community building opportunities.
Toot Toot
We’re not ones to toot our own horn, but here are a few accolades from others we’re pretty pleased to share:
Women of Influence in Accounting & Finance
San Diego Business Journal 40 Under 40
SmartAsset named R&A one of the Top Financial Advisors in San Diego in 2022
Lorenzo Sanchez Interview on the Investing Forward Podcast
Rowling & Associates Announces Internal Succession; Names 3 New Principals as Owners
Ready to Talk?
If you’d like to discuss how working with a team of expert financial professionals dedicated to your success can help you, just contact us for a free introductory meeting.