Sheryl Rowling


Since 1979, Sheryl has been providing fee-only tax and financial planning advice. She is the principal of Rowling & Associates and former managing partner of Rowling, Dold & Associates LLP with professional credentials including Certified Public Accountant and Personal Financial Specialist.\nUnderstanding the importance of setting goals, Sheryl works closely with clients in determining how their objectives can be achieved through the proper management of financial resources.\nActive in her field, Sheryl has been named one of the nation’s top 250 financial advisors by Worth magazine for three consecutive years and has been included as one of Accounting Today’s Top 100 Most Influential People in Accounting.  Her industry association memberships include:\n\nAmerican Institute of Certified Public Accountants (AICPA), tax and financial planning division\nFinancial Planning Association\nCalifornia Society of Certified Public Accountants\nNational Association of Personal Financial Advisors\nAll-Star Financial Group, former president\n\nIn 2006, Sheryl’s book, Tax and Wealth Strategies for Family Businesses, was published by CCH.  She regularly writes columns for the San Diego Jewish World (, Advisors4Advisors ( and InvestmentNews (  Sheryl is often quoted in both local and national publications.\nA frequent speaker, Sheryl presented at the Jewish Community Foundation’s Women’s Financial Forum and has spoken on numerous other occasions to professional groups and community organizations.  Previously, Sheryl managed tax departments at Arthur Young & Company and two multi-million dollar corporations. She holds an M.B.A. in finance and a B.S. in accounting from San Diego State University.