Sheryl Rowling is a certified public accountant (CPA), personal financial specialist (PFS), and Principal of Rowling & Associates, a progressive fee-only wealth management firm helping a diverse clientele with investments, taxes, and financial planning. Active in her field, Sheryl has been named one of the nation’s top 250 financial advisors by Worth magazine for three consecutive years and has been included as one of Accounting Today’s Top 100 Most Influential in Accounting. Her industry association membership includes:
•American Institute of Certified Public Accountants (AICPA), tax and financial planning divisions
•Financial Planning Association (FPA)
•California Society of Certified Public Accountants
•National Association of Personal Financial Advisors (NAPFA)
•All-Star Financial Group, former president
In 2006, Sheryl’s book, Tax and Wealth Strategies for Family Businesses was published by CCH. She also has a personal finance book, Your Financial Travel Guide to Life, available for purchase on Amazon. Co-authored by members of the Rowling & Associates team, the book provides advice and guidance needed to help people achieve their goals at any stage of life. Sheryl regularly writes columns for the San Diego Jewish World (www.sdjewishworld.com), Morningstar (www.morningstar.com) and InvestmentNews (www.investmentnews.com). She is often quoted in both local and national publications.
SAN DIEGO (SDJW) – During the month of August, San Diego Jewish World was privileged to publish works by the following writers and photographers. We would like to take this opportunity to say thank you and to publicly express our appreciation. To access works by these contributors on San Diego Jewish World, type or copy their name into the […]
By Sheryl Rowling SAN DIEGO — Now that the High Holidays are over, many investors are nervously looking at the market. I thought this would be a good time to address some common questions. When we know the market is going down, shouldn’t we get out of stocks? The truth is that nobody knows what
SAN DIEGO (SDJW) – During the month of August, San Diego Jewish World was privileged to publish works by the following writers and photographers. We would like to take this opportunity to say thank you and to publicly express our appreciation. To access works by these contributors on San Diego Jewish World, type or copy their name into the
By Sheryl Rowling SAN DIEGO–Like Father, Like Son (Like Mother, Like Daughter) AKA “The Apple Doesn’t Fall Far From The Tree” Q: Why is a dime smaller than a nickel if the dime is worth more? (Sam, age 8) A: In the old days, dimes were made of silver. Since silver was (and is) worth more
SAN DIEGO (SDJW) – During the month of July, San Diego Jewish World was privileged to publish works by the following writers and photographers. We would like to take this opportunity to say thank you and publicly express our appreciation. To access works by these contributors on San Diego Jewish World, type or copy their name
By Sheryl Rowling SAN DIEGO — When it comes to investing, boring is best. Put your money into a diversified portfolio of low-cost mutual funds, rebalance periodically, and forget about it! If you have significant assets, consider using a fee-only advisor (www.napfa.org) who can manage for tax efficiency as well. After all, saving taxes can boost
SAN DIEGO (SDJW)—San Diego Jewish World acknowledges and thanks those writers whose bylines and photo credit lines appeared during the month of June and the first few days of July on its website. They included: David Amos Stephen Hazan Arnoff Laurie Baron David Bedein Edwin Black Dan Bloom Shoshana Bryen Stephen Bryen Garry Fabian Donald
By Sheryl Rowling SAN DIEGO — John Medved, a native of the Point Loma neighborhood, came up with a pretty unique idea that grew into a major success. In fact, it is so successful that he was recently awarded the ‘Bonei Zion’ Prize for his contribution to the State of Israel in a ceremony at the
SAN DIEGO (SDJW)—San Diego Jewish World acknowledges and thanks those writers and photographers whose bylines appeared during the month of May on its website. They were: David Amos Laurie Baron Caren Besner Dan Bloom Shoshana Bryen Stephen Bryen Garry Fabian Abraham Foxman Donald H. Harrison Natasha Josefowitz Rabbi Ben Kamin Tony Klug Steve Kramer Lloyd
By Sheryl Rowling SAN DIEGO — Let’s face it: investments are confusing. Your company offers a 401(k) plan, so you contribute to it – knowing that this will save you tax dollars. You randomly choose from the investment options offered and periodically look at your statements to see how you’re doing. But do you really
By Sheryl Rowling SAN DIEGO — It’s Passover and tax season – not a rare occurrence, yet I’m surprised by the intensity each year nonetheless. With the brain of a CPA inundated with tax returns, I’ve come up with some holiday financial ideas. Let’s look at some typical financial stresses this time of year: Help! It’s
By Sheryl Rowling SAN DIEGO — I am a fiduciary and I am ready to serve retirement investors. The Secretary of Labor has been tasked with updating regulations to require fiduciary standards for those who provide advice or investments to retirement plans or those saving for retirement. The fiduciary standard – putting the clients’ interests first
By Sheryl Rowling LA JOLLA, California–As part of the Joyce Forum’s short films at the San Diego Jewish Film Festival, The Cancer Mirror showcased a local filmmaker’s personal tale of losing her mother to cancer. When community leader Jan Tuttleman was diagnosed with stage 4 brain cancer, her daughters had to face the real possibility of
By Sheryl Rowling SAN DIEGO — Adapted from Savyon Liebrecht’s short story, Apples from the Desert is a spiritual coming of age journey. Rivkah, the only child of Orthodox Jewish parents, lives in Jerusalem under the iron fist of her controlling, traditional father while her mother cowers in abdication. No option for college, Rivkah is
