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Rowling & Associates

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Facts about Rowling & Associates

Description
A progressive fee-only wealth management firm helping a diverse clientele with investments, taxes, and financial planning
Website
rowling.com
HQ Location
San Diego, CA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Social media accounts of Rowling & Associates

X
@sherylrowling
Facebook
Linkedin
@rowling-&-associates

Rowling & Associates employees

Juan Aguilar avatar
Juan Aguilar
Partner, COO/CCO
Tara Weisinger avatar
Tara Weisinger
Principal, Director of Tax Services
Lorenzo Sanchez avatar
Lorenzo Sanchez
Principal, Director of Wealth Management
Tyler Cox avatar
Tyler Cox
Tax Associate
Joshua Clavell avatar
Joshua Clavell
Operations Manager
Wei Lou avatar
Wei Lou
Tax Manager
Jackie Padilla avatar
Jackie Padilla
Tax Accountant Associate
Steve Doster avatar
Steve Doster
Financial Planning Manager
Shalmali Kulkarni avatar
Shalmali Kulkarni
Financial Planning Associate
Ashley Stroud avatar
Ashley Stroud
Associate Financial Planner

Frequent questions about Rowling & Associates

How many employees does Rowling & Associates have?
Rowling & Associates has approximately 11-50 employees.
What is Rowling & Associates's industry?
Rowling & Associates is involved in the industry of Financial Services.
Where is Rowling & Associates's headquarters?
Rowling & Associates's headquarters is located in San Diego, CA, United States.
What is the website of Rowling & Associates?
You may visit their official website at https://rowling.com
What's the official twitter of Rowling & Associates
The twitter username of Rowling & Associates is @sherylrowling
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