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  • Rowling & Associates

    • Financial Planning
    • Investments
    8889 Rio San Diego Road, Suite 202
    San Diego, CA 92108
    (619) 295-0200 x 202
    Hours:
    Monday - Thursday: 9AM - 5PM
    Friday: 9AM - 1PM
    • About

      Financial freedom your way! No worries - no commissions - less taxes - more options - all for you!

      Wealth Management: Fee-only investing: Your money working for you, not Uncle Sam. We invest your portfolio using tax-efficient strategies like location optimization and only use no-load, low-cost mutual funds to create a diversified portfolio.

      Financial Planning: Live your dreams: Our CPA and CFP® Professionals will get you there. Envision the perfect way to achieve your unique lifestyle. Financial planning is different for everyone. Our team works with you to make your dreams a reality.

      Tax Services: Integrated tax strategies. We're on top of it so you pay less. Rest assured that proper tax planning is a big part of how we help you.

    • Whom to Contact

      • Steve Doster
        Financial Planning Manager