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Rowling & Associates Rowling & Associates
  • Home
  • About us
    • Our team
    • Our values
  • Investment management
    • Intricity
    • Wealth Management
    • Sustainable Investing
  • Tax planning
    • Income tax planning
    • Stock Options
    • Charitable Planning
    • Tax Preparation Services
  • Financial planning
    • Retirement Planning
    • College Funding
    • Estate Planning
    • Life Insurance Needs
    • Free financial workshops

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  • Home
  • About us
    • Our team
      • Sheryl Rowling, CPA/PFS
      • Tara Weisinger, CPA
      • Sylvia Fitzgerald
      • Melvin Miller
      • Lorenzo Sanchez, CFP®
      • Juan Aguilar
      • Steve Doster, CFP®
      • Sanda Ljubovic
      • Nick Geraci
      • Josh Clavell
      • Jeff Ortega
      • Erika Fettner
      • Shalmali Kulkarni
    • Our values
  • Investment management
    • Wealth Management
    • Intricity
      • Intricity Pricing
    • Sustainable Investing
  • Financial planning
    • Retirement Planning
    • College Funding
    • Estate Planning
    • Life Insurance Needs
    • Free financial workshops
  • Tax planning
    • Income tax planning
    • Stock Options
    • Charitable Planning
    • Tax Preparation Services
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8889 Rio San Diego Drive
Suite 202 San Diego, CA 92108

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P: (619) 295-0200 F: (619) 295-0210

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