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  • Rowling & Associates

    • Financial Planning
    • Investments
    8889 Rio San Diego Road, Suite 202
    San Diego, CA 92108
    (619) 295-0200
    • About

      Rowling & Associates provides fee-only, tax-efficient financial planning and investment advice. We don’t 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 child’s 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.

    • Whom to Contact

      • Steve Doster
        Financial Planning Manager
        8889 Rio San Diego Dr, Suite 202
        San Diego, CA 92108
        Phone: (619) 295-0200 Ext 202