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Sheryl Rowling

Sheryl RowlingLeading Financial Advisor and CPA

• “Top American Financial Advisors,” — Worth
• “Top 50 Women in Wealth Mgmt.,” — Wealth Manager
• “Top 100 Most Influential People,” — Accounting Today

Areas of Focus: Investment Management, Tax and Financial Planning

Designations: CPA, PFS

As a CPA and Personal Financial Specialist providing fee-only investment, tax and financial planning advice since 1979, Sheryl helps individuals and families find ways to achieve their goals. Sheryl is the managing partner of Rowling, Dold & Associates LLP, author of CCH’s Tax and Wealth Strategies for Family Businesses, cocreator of Total Rebalance Expert portfolio management software and president of the All-Star Financial Group.


Rowling , Dold & Associates, LLP

8889 Rio San Diego Dr., Ste. 202
San Diego, CA 92108
Office: (619) 294-4800
sheryl@rowling.com


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