The Rowling Team
Attentive - Unbiased - Knowledgeable - Trustworthy - Industry Innovators

Rowling & Associates, based in San Diego, provides fee-only wealth management, financial planning, and tax services. We don’t earn commissions on any recommendations and adhere to the strict fiduciary standard. We hold prestigious designations such as Certified Public Accountant (CPA)Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ (CFP®).

Meet our team