Sheryl Rowling

Personal Finance, Retirement, Investing
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“Sheryl Rowling is a CPA/Personal Financial Specialist with 30 years of experience in taxation, financial planning, investment management and wealth advisory services.”
Firm:

Rowling & Associates

Job Title:

Principal

Biography:

When not working or sleeping, Sheryl enjoys broadening her perspective through travel and the arts. She frequently attends concerts of all types, movies, plays and art exhibits. Sheryl is a “forever-amateur” glass blower who delights in the process and creation of original pieces. A believer in giving back to the community, Sheryl also serves as Treasurer of Jewish Family Service of San Diego.

Some things you might not know about Sheryl:

Sheryl likes to relax as a passenger on the family sailboat “Mutual Fun” while her husband, Captain Bill, does all the work. Of course, it’s even better when joined by their crew of two: sons Joe (string teacher at La Jolla Country Day School) and Jeff (real estate agent and entrepreneur).

Since 1979, Sheryl has been providing fee-only tax and financial planning advice. She is the principal of Rowling & Associates with professional credentials including Certified Public Accountant and Personal Financial Specialist.

Understanding the importance of setting goals and following through, Sheryl works closely with clients on an ongoing basis to ensure that their objectives can be achieved.

Active in her field, Sheryl has been named one of the nation’s top 250 financial advisors by Worth magazine and has been included as one of Accounting Today’s Top 100 Most Influential People in Accounting.

Finally, have you ever seen Sheryl’s car license plate? It says “LV42NS.” According to Sheryl, this has a double meaning: “Love Fortunes” and “Live for Tunes.”

In 2006, Sheryl’s book, Tax and Wealth Strategies for Family Businesses, was published by CCH.  She regularly writes columns for the San Diego Jewish World, Advisors4Advisors,  and InvestmentNews.  Sheryl is often quoted in both local and national publications.

A frequent speaker, Sheryl presented at the Jewish Community Foundation’s Women’s Financial Forum and has spoken on numerous other occasions to professional groups and community organizations.

Previously, Sheryl managed tax departments at Arthur Young & Company and two multi-million dollar corporations. She holds an M.B.A. in finance and a B.S. in accounting from San Diego State University.

Education:

BA, Business, San Diego State University

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5 days ago
    Retirement Living, Retirement, Retirement Savings

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