SAN DIEGO (Press Release) — Rowling & Associates, a leading independent wealth management firm announced today that the firm was recognized by AdvisoryHQ, a national media company, as one of the top 12 financial advisory firms in San Diego.
Founded by financial services and CPA veteran, Sheryl Rowling, Rowling & Associates has been a pillar in the San Diego community for over 30 years, providing clients with comprehensive financial planning, wealth and investment management advice as well as tax planning and preparation services.
“We are extremely honored and delighted to be recognized as one of the top 12 advisors in San Diego,” said Sheryl Rowling, CEO of Rowling & Associates. “We have an incredible, experienced, skilled and diverse team of financial planning, investment management and tax professionals all working together to bring successful outcomes to our clients. As fiduciaries to our clients, we pride ourselves in putting their interests first, working with them in a fee-only capacity, which eliminates conflicts of interests that are prevalent with Wall St. firms and brokers.”
AdvisoryHQ specializes in evaluating financial services professionals and uses an objective methodology to determine their rankings. AdvisoryHQ has developed a breakthrough “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.
To learn more about AdvisoryHQ’s methodology*, click: https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/
To learn more about Rowling & Associates, please log on to http://www.Rowling.com.
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Preceding provided by Rowling & Associates.
congratulations Sheryl. Sheldon