Awards / Press

May 23, 2019

AdvisoryHQ has named Rowling & Associates a Top Advisor in San Diego!

by Team Rowling
When it comes to financial planning and investments, you need a financial advisory firm that is looking out for your best interests. With that in mind, we are pleased to announce that AdvisoryHQ has once again named Rowling & Associates one of the Top Financial Advisors in San Diego!

A Little Bit About AdvisoryHQ

AdvisoryHQ is a national media company that was launched in April 2015 and provides reviews and rankings of various types of advisory firms and products in the United States and other countries. Financial advisory and wealth management firms do not pay for AdvisoryHQ rankings. AdvisoryHQ does not review or rank financial or investment professionals (individuals). AdvisoryHQ is an independent third-party firm with no affiliation with Rowling & Associates.

AdvisoryHQ offers five key points to consider when searching for a financial advisor, in San Diego or anywhere else. In the sections below, we will take a look at these points and see how R&A measures up.

Are they fee-only or fee-based?

Rowling & Associates is a fee-only, fiduciary wealth management firm. This means that we do not earn commissions on any recommendations given to our clients, and we are legally obligated to act in our clients’ best interests. When working with an advisor, it is always important to make sure that they operate under the fiduciary standard. That’s the best way to ensure that they will do their best for you!

Do they work with everyone or only high-net-worth clients?

Here at R&A, we don’t have a minimum requirement for clients to take advantage of our wealth management services. Instead, we offer two different services that can work for anyone, from young professionals to retirees.

Under our Investment Management umbrella, we manage your investments, update your financial plan as needed, open your accounts, make your trades, and even do tax planning throughout the year. In short – we do it all for you, so that you can enjoy life without worrying about what your money is doing.

Do they have specialties, such as working with certain client types?

As we have shown in above section, we work with a wide variety of clients, and we take pride in our ability to help all clients, no matter where they are at in life, to achieve their unique desires for their financial future. That said, thanks to our CPAs on staff, we do specialize in incorporating tax planning and tax-efficient strategies into all of our services.

What is their firm personality like, button-up or more laid back?

As you can see from the our team photo, we love to enjoy life just like we encourage our clients to do! Check out our team profiles to learn at little bit more about all the interesting and diverse personalities that make up our office.

Do they offer additional services, like tax planning?

R&A stands out as a firm due to the fact that in addition to offering financial planning and wealth management-type advisory services, we also have CPAs on staff who can help with strategies to lower your tax costs, and, as you’d like, either provide information to your tax preparer or prepare your tax returns for you. This means that our clients can have all of their finance needs met in one place!

The Rowling & Associates Values

Here at R&A, our mission is to provide financial security for our clients through sound advice and a commitment to exceptional service. We seek to maintain lifelong relationships with clients and their families, enriching lives by helping them to achieve their financial and personal goals. While it’s always nice to be recognized for the work that we do, we don’t do it for the accolades – we do it for you!

*To learn more about the methodology behind this AdvisoryHQ award, click: https://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

Additional Press:

Women of Influence in Accounting & Finance
Women of Influence in Accounting & Finance

Tara Weisinger was named an honoree for San Diego Business Journal’s Women of Influence in Accounting & Finance Top 50 Honorees. Congratulations Tara! Read Tara's write-up and see all the nominees here.

San Diego Business Journal 40 Under 40
San Diego Business Journal 40 Under 40

Lorenzo Sanchez has been named one of San Diego's 40 Next Top Business Leaders Under 40 by the San Diego Business Journal! This award takes into consideration several criteria, including industry achievements and community involvement. Congratulations, Lorenzo!

Lorenzo Sanchez Interview on the Investing Forward Podcast
Lorenzo Sanchez Interview on the Investing Forward Podcast

Recently, our very own Lorenzo Sanchez, CFP® was profiled on the Investing Forward Podcast with Linda Rogers. Below is an edited interview of how Lorenzo and the team at Rowling & Associates are creating a unique investing, tax and financial planning firm, while...

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