Tara Weisinger was named an honoree for San Diego Business Journal’s Women of Influence in Accounting & Finance Top 50 Honorees. Congratulations Tara! Read Tara's write-up and see all the nominees here.
Awards / Press
SmartAsset named R&A one of the Top Financial Advisors in San Diego in 2022
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!
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...
Rowling & Associates (R&A), a multiple award-winning independent wealth management firm, announced today that founder and CEO Sheryl Rowling has successfully transitioned the ownership of R&A through an internal succession plan. Veteran financial...
When it comes to financial planning and investments, you need a financial advisory firm that is looking out for your best interests. With that in mind, we are pleased to announce that AdvisoryHQ has once again named Rowling & Associates one of the Top Financial...
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