2018 Spring Conference Speaker
Sheryl Rowling
Sheryl Rowling, CPA/PFS, is principal of Rowling & Associates and head of rebalancing solutions for Morningstar.
In her Morningstar role, Sheryl focuses on tax-efficient portfolio management strategies for Morningstar’s Total Rebalance Expert (software that she designed and ultimately sold to Morningstar) and serves as a subject-matter expert on tax-efficient investing, portfolio rebalancing, and advisor practice management.
Rowling has nearly 40 years of experience in the financial services industry, leading Rowling & Associates, a fee-only wealth management firm. Focusing on holistic financial advice, Rowling & Associates provides integrated tax-efficient portfolio management designed to assist clients in reaching a worry-free future.
Rowling has been named one of the nation’s top 250 financial advisors by Worth magazine and was named one of Accounting Today’s Top 100 Most Influential People in Accounting. In December 2016, InvestmentNews named her to its list of 20 Icons & Innovators. She writes regular columns for the Advisors4Advisors.com, InvestmentNews, and San Diego Jewish World.
Rowling holds a bachelor’s degree in accounting and a master’s degree in business administration in finance from San Diego State University. She is the author of the book Tax and Wealth Strategies for Family Businesses (CCH, 2006) and, just recently, Your Financial Travel Guide To Life (Lulu, 2017). She is a Certified Public Accountant and Personal Financial Specialist.
In her Morningstar role, Sheryl focuses on tax-efficient portfolio management strategies for Morningstar’s Total Rebalance Expert (software that she designed and ultimately sold to Morningstar) and serves as a subject-matter expert on tax-efficient investing, portfolio rebalancing, and advisor practice management.
Rowling has nearly 40 years of experience in the financial services industry, leading Rowling & Associates, a fee-only wealth management firm. Focusing on holistic financial advice, Rowling & Associates provides integrated tax-efficient portfolio management designed to assist clients in reaching a worry-free future.
Rowling has been named one of the nation’s top 250 financial advisors by Worth magazine and was named one of Accounting Today’s Top 100 Most Influential People in Accounting. In December 2016, InvestmentNews named her to its list of 20 Icons & Innovators. She writes regular columns for the Advisors4Advisors.com, InvestmentNews, and San Diego Jewish World.
Rowling holds a bachelor’s degree in accounting and a master’s degree in business administration in finance from San Diego State University. She is the author of the book Tax and Wealth Strategies for Family Businesses (CCH, 2006) and, just recently, Your Financial Travel Guide To Life (Lulu, 2017). She is a Certified Public Accountant and Personal Financial Specialist.
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