HOME     CONTACT US  
Home



Our Firm
Our Services
Our CPAs
Newsletters
Directions
Links
    



Our CPAs:

Our Team at Rowling, Dold & Associates LLP is best described as "experienced".  Our CPAs have more than 50 years of combined experience in business accounting, taxation, and financial planning.  Some of the many credentials our professionals have obtained include Personal Financial Specialist and Master of Business Administration in both Accounting and Finance.  Both of our CPAs have worked for a Big 4 accounting firm before coming to Rowling, Dold & Associates LLP.

Sheryl L. Rowling, CPA/PFS

Phone: 619-294-4800 Extension: 202
Email:  sheryl@rowling.com

Certified Public Accountant, Personal Financial Specialist and Managing Partner of Rowling, Dold & Associates LLP, has been providing tax and financial planning advice since 1979. Sheryl works closely with individual and business clients, assisting them in determining whether and how their goals may be achieved through the proper management of financial resources.

Previously managed tax departments at Arthur Young & Company and two multi-million dollar corporations.

Awards:
Sheryl L. Rowling has been named one of Worth Magazine's Top American Financial Advisors and one of Accounting Today's Top 100 Most Influential in Accounting

Member of American Institute of Certified Public Accountants (tax and financial planning divisions)

Member of California Society of Certified Public Accountants

Member of National Association of Personal Financial Advisors

President of All-Star Financial Group

MBA, Finance, 1988, San Diego State University

BS Accounting, 1978, San Diego State University

Debi A. Dold, CPA/PFS

Phone: 619-294-4800 Extension: 218
Email:  debi@rowling.com

Certified Public Accountant, Personal Financial Specialist and Partner of Rowling, Dold & Associates LLP, has been providing tax and consulting services for numerous small business and individual clients since 1982.  Debi works closely with business owners to determine the best mix of tax savings and company goals.

Member of American Institute of Certified Public Accountants

Member of California Society of Certified Public Accountants

BS Accounting 1982, Ohio State University

RDA does not offer financial planning or investment advisory services via the Internet. The purpose of the Internet web page of RDA is to disseminate general information regarding the Advisor and the associated persons of the Advisor, and to provide an alternative means for a prospective client to obtain more information regarding the firm`s services.

Advice can only be rendered after the following conditions are met:

  1. An Investment Advisor or IA representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or if they are excluded or exempted from the state`s investment advisor or IA representative requirements.
  2. Follow-up, individualized responses to consumers in a particular state by an investment advisor or IA representative involving either the effecting of, or attempting to effect, transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state`s investment advisor or IA representative requirements, or pursuant to an applicable state exemption or exclusion.
  3. For information concerning the licensure status or disciplinary history of an investment advisor or IA representative, a consumer should contact his or her State Securities law administrator.
  4. Delivery of a disclosure statement by Advisor to a prospective client.
  5. Execution of an Engagement letter between Rowling, Dold & Associates LLP and the client and receipt of the financial planning fee retainer or the investment advisory fee by Rowling, Dold & Associates LLP.

Please note that the recognition of Rowling, Dold "&" Associates LLP and/or Sheryl L. Rowling (collectively or individually referred to as "the firm") should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage or continue to engage the firm's services nor should it be construed as a current or past endorsement of the firm by any of its clients.  Lists or rankings published by magazines and other sources are generally based exclusively on information prepared and submitted by the recognized adviser.

Rowling, Dold & Associates LLP
In Mission Valley at 8889 Rio San Diego Drive, Suite 202 • San Diego, CA 92108
619-294-4800 • 888-294-4890 • Fax: 619-294-9314
Email your questions to cpas@rowling.com


    
  Home