Community Involvement

We love our San Diego community! We also believe in giving back. Not just to support our local community, but to also support efforts that make the world a better place everywhere.

Our commitment to Sustainable Finance plays a big part in fulfilling our vision for a better world. As stewards of sustainable finance we provide expert ESG Investing and Charitable Giving solutions for our clients, and forward sustainability through our own responsible corporate practices as well.

In addition to sustainable finance and charitable giving, we support our local community and strive to enrich others through volunteerism and the many boards we serve on.

Follow our social media sites for updates on all our community involvement activities:

Volunteering & Service

Recent Donations & Volunteer Outings

From food drives and holiday toy drives to beach cleanups, Rowling & Associates supports local community betterment through firm participation and donations, as well as providing time off for team members to volunteer for causes they individually support!

Bayside Community Center Day

District Councilmember Raul Campillo has declared March 11th Bayside Community Center Day in recognition of the organization’s 90 years of service to San Diego.

Our very own Juan Aguilar accepted this award on behalf of Bayside, where he serves as Vice Chair on the Board of Directors.

Associations & Affiliations

National Association of Personal Financial Advisors (NAPFA) Member

Firm Membership & two Members Serving On Board

NAPFA is the leading national association of fee-only financial advisors.

Financial Planning Association Member

Firm Membership & Individual Members

FPA® is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals.

Fee-Only Network Member

Individual Members

Network of vetted financial advisors with a transparent fee structure legally obligated to provide unbiased advice.

American Institute of Certified Public Accountants (AICPA) Member

Individual Members

AICPA provides rules and oversight for the performance of professional CPA responsibilities.
High Impact Financial Operations Network (HIFON) Member

Individual Members

HIFON is a private, independent study group for RIA Operations Professionals.
San Diego Foundation

Giving Partner

We’ve partnered with San Diego Foundation, one of the largest donor networks in the region, to help maximize charitable giving impact for our clients.

Jewish Community Foundation

Giving Partner

We’ve partnered with Jewish Community Foundation San Diego for our clients’ charitable giving using donor advised funds and other charitable vehicles.

San Diego Equality Business Association


San Diego Equality Business Association supports hundreds of small businesses in the San Diego area, while advocating for mainstream acceptance of diversity.

Bayside Community Center

Board Member

Bayside Community Center empowers our diverse community to improve its quality of life through services, education, and advocacy.