Awards / Press

Financial planning and wealth management experts.

But don’t just take our word for it…

Awards & Recognition

In The Press

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

AdvisoryHQ has named Rowling & Associates a Top Advisor in San Diego!

Compliance Disclosures

[Footnote] 1. American’s Top RIAs 2022 (Financial Advisor): Award was given 07/21/2022 and covered the period of 12/20 – 12/21.

[Footnote] 2. Women of Influence in Accounting & Finance Top 50 2023 Honorees (San Diego Business Journal): Award was given 01/23/2023 and covered the period of 01/22 – 01/23.

[Footnote] 3. 40 Next Top Business Leaders Under Forty 2022 Finalists (San Diego Business Journal): Award was given 07/13/2022 and covered the period of 06/21 – 06/22.

[Footnote] 4. Top Rated Wealth Management Firm (AdvisoryHQ): Award was given 05/18/2021 and covered the period of 01/20 – 01/21.

[Footnote] 5. Top Financial Advisors in San Diego, CA 2022 (SmartAsset): Award was given 06/10/2022 and covered the period of 01/21 – 12/21.

Rowling & Associates LLC does not pay any compensation, directly or indirectly, for awards or recognitions. Awards and recognitions should not be considered indicative of Rowling & Associates LLC’s performance, nor are they meant to represent any particular client’s experience.