X
Wealth Management
Fiduciary Advice
Sustainable Investing
Tax-Efficient Investing
Intricity
Financial Planning
Retirement Planning
Retirement Living
Employee Benefits
Education Funding
Estate Planning
Life Insurance Needs
Tax Services
Tax Planning
Tax Preparation Services
Stock Options
Charitable Planning
Form CRS
Meet the Team
Buy the book
InStrategy
Blog
MAKE A PAYMENT
Wealth Management
Fiduciary Advice
Sustainable Investing
Tax-Efficient Investing
Intricity
Financial Planning
Retirement Planning
Retirement Living
Employee Benefits
Education Funding
Estate Planning
Life Insurance Needs
Tax Services
Tax Planning
Tax Preparation Services
Stock Options
Charitable Planning
Site map
Wealth Management
Fiduciary Advice
Tax-Efficient Investing
Intricity
Intricity Pricing
Sustainable Investing
Financial Planning
Retirement Planning
Retirement Living
Education Funding
Estate Planning
Life Insurance Needs
Employee Benefits
Tax Services
Tax Planning
Stock Options
Charitable Planning
Tax Preparation Services
Rowling & Associates Blog
Site map
Legal information
https://www.rowling.com/wp-content/uploads/2020/07/RA-Corp-Form-CRS-2020-06-30-Final.CD_.pdf
The Rowling Team
Sheryl Rowling, CPA/PFS
Tara Weisinger, CPA
Melvin Miller
Lorenzo Sanchez, CFP®
Juan Aguilar
Steve Doster, CFP®
Sanda Ljubovic
Josh Clavell
Jeff Ortega
Erika Fettner
Shalmali Kulkarni
Paxton Dolan
Jackie West
Magali Cohen, CPA
Contact
Newsletter signup
Your Financial Travel Guide to Life
Home
