Rowling Dold & Associates LLP

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American Institute of Certified Public Accountants http://www.aicpa.org/index.htm	Accounting Resources

AICPA PFS Designation http://www.cpapfs.org	The Personal Financial Specialist (PFS) is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs AICPA).

CFP Designation http://www.cfp.net/default.asp	Certified Financial Planner Board of Standards, Inc.

NAPFA http://www.napfa.org/	The National Association of Personal Financial Advisors is the largest professional association of fee-only comprehensive financial planners in the United States.

IRS http://www.irs.ustreas.gov/prod	How to Communicate with the IRS

CA Franchise Tax Board http://www.ftb.ca.gov	California Franchise Tax Board Homepage

Wall Street Journal http://www.wsj.com	Subscribe Online

SEI Investments http://www.seic.com	Institutional Fund Company

Schwab http://www.schwab.com	A holding company, engages in securities brokerage and related financial services

Fidelity http://www.fidelity.com	Mutual Fund Company

DFA http://www.dfaus.com	Institutional Fund Company

S.E.C. http://www.sec.gov	The Securities and Exchange Commision Homepage

360 Degrees of Financial Literacy http://www.360financialliteracy.org	AICPA-Sponsored Website offers general information for managing personal finances

California Society of CPA's free financial podcasts http://calcpa.org/Content/community/financialempowerment.aspx	Financial Empowerment Podcast

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:

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.
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.
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.
Delivery of a disclosure statement by Advisor to a prospective client.
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

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