Rowling & Associates
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- Rowling & Associates provides fee-only, tax-efficient financial planning and investment advice. We dont 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®). When it comes to financial planning and investments whether it is for a comfortable retirement or funding your childs education you need a financial advisory firm that is looking out for your best interests. The team at Rowling & Associates does not work on commissions we work for you! You may think that a financial adviser is required to act in your best interest; however, that is not the case for all financial planners only for those called fiduciaries. Rest assured, we adhere to the strict guidelines of the fiduciary standard of care so that your best interests always come first. We know this industry and financial planning is confusing and complicated. The R&A team strives to make it all easy to understand in a fun, approachable environment.
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Headquarters:8889 Rio San Diego Drive Suite 202, San Diego, California, United States
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Phone Number: +1 619-295-0200
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Website: https://www.rowling.com
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Employees:15
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Revenue:$1 - 10M
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Legal Name:Rowling & Associates
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Rowling & Associates's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Rowling & Associates
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Where are Rowling & Associates's Headquarters?
Rowling & Associates's Headquarters are in 8889 Rio San Diego Drive Suite 202,San Diego,California,United States
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What is Rowling & Associates's phone number?
Rowling & Associates's phone number is +1 619-295-0200
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What is Rowling & Associates's official website?
Rowling & Associates's official website is https://www.rowling.com
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What is Rowling & Associates's Revenue?
Rowling & Associates's revenue is $1 - 10M
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What is Rowling & Associates's NAICS code?
Rowling & Associates's NAICS code is 523930
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How many employees are working in Rowling & Associates
Rowling & Associates has 15 employees
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What is Rowling & Associates's Industry?
Rowling & Associates is in the industry of Financial Services
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Who is Rowling & Associates's Principal, Director Of Operations?
Rowling & Associates's Principal, Director Of Operations is Juan Aguilar