Pathview Wealth Advisors
Rowling & Associates offers customized investment management, financial planning, and income tax preparation/planning service.
A Registered Investment Advisor (RIA), we are regulated by the Securities and Exchange Commission, which audits firms every six to 10 years on average. You can sleep well at night knowing that we act out of “fiduciary duty,” the obligation to put your interest first. The financial industry has recognized Sheryl Rowling and her previous firm, Rowling, Dold & Associates, with several awards such as:
The CPA Wealth Provider Financial Planning Award of Excellence for three consecutive years
Best Personal Wealth Managers by San Diego Magazine
“Top American Financial Advisors,” Worth
“Top 50 Women in Wealth Management,” Wealth Manager
“Top 100 Most Influential People,” Accounting Today
Best Managed Firms, Schwab
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