Sustainable Finance
ESG Investing
Charitable Giving
Local Partnerships
Volunteerism
Serving on Boards
Community Support
No man can become rich without himself enriching others.
~Andrew Carnegie
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 Chairman of the Board of Directors.
Habitat for Humanity
Our team recently came together to participate in Habitat for Humanity’s Playhouse Project, which allows volunteer groups to build and design a playhouse for children of Habitat homeowners, local veterans, and active-duty personnel. Check out our finished product!
STEP Backpack Drive
R&A team members completed a backpack drive, where we raised $900 for STEP (Support the Enlisted Project), which will distribute backpacks filled with school supplies for military kids!
You can learn more about this program here: https://www.teamstepusa.org/backpack
JFSSD Backpack Drive
Backpack Donations to Jewish Family Service Safe Parking Program.
Del Mar Beach Cleanup
Team Rowling joined @SD_Coastkeeper to help keep our beautiful #DelMar beach clean!
Drive Out Hunger Golf Classic
In late July, Lorenzo joined the San Diego Foundation to support North County Food Bank’s 2022 Drive Out Hunger Golf Classic. Thanks to the efforts of generous sponsors, the event raised enough funds to provide over 262,000 meals!
Associations & Affiliations
Firm Membership & two Members Serving On Board
NAPFA is the leading national association of fee-only financial advisors.
Firm Membership & Individual Members
FPA® is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals.
Individual Members
Network of vetted financial advisors with a transparent fee structure legally obligated to provide unbiased advice.
Individual Members
Individual Members
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.
Giving Partner
We’ve partnered with Jewish Community Foundation San Diego for our clients’ charitable giving using donor advised funds and other charitable vehicles.
Member
San Diego Equality Business Association supports hundreds of small businesses in the San Diego area, while advocating for mainstream acceptance of diversity.
Board Member
