Community Involvement

We love our San Diego community! We also believe in giving back. Not just to support our local community, but to also support efforts that make the world a better place everywhere.

Our commitment to Sustainable Finance plays a big part in fulfilling our vision for a better world. As stewards of sustainable finance we provide expert ESG Investing and Charitable Giving solutions for our clients, and forward sustainability through our own responsible corporate practices as well.

In addition to sustainable finance and charitable giving, we support our local community and strive to enrich others through volunteerism and the many boards we serve on.

Follow our social media sites for updates on all our community involvement activities:

Volunteering & Service

Recent Donations & Volunteer Outings

From food drives and holiday toy drives to beach cleanups, Rowling & Associates supports local community betterment through firm participation and donations, as well as providing time off for team members to volunteer for causes they individually support!

STEP 2023 Holiday Toy Drive

Holiday Toy Drive

Once again we partnered with Support the Enlisted Project (STEP) this holiday season to collect toys for the children of military and Veteran families. Thank you to everyone who donated and helped us in our efforts to make a difference in the lives of military and Veteran families in our community!

Bayside Community Center Day

District Councilmember Raul Campillo has declared March 11th Bayside Community Center Day in recognition of the organization’s 90 years of service to San Diego.

Our very own Juan Aguilar accepted this award on behalf of Bayside, where he serves as Chairman of the Board of Directors.

Habitat for Humanity

Our team recently came together to participate in Habitat for Humanity’s Playhouse Project, which allows volunteer groups to build and design a playhouse for children of Habitat homeowners, local veterans, and active-duty personnel. Check out our finished product!

STEP Backpack Drive

STEP Backpack Drive

Pathview team members completed a backpack drive, where we raised $900 for STEP (Support the Enlisted Project), which will distribute backpacks filled with school supplies for military kids!
You can learn more about this program here: https://www.teamstepusa.org/backpack

Donations to Jewish Family Service Safe Parking Program

JFSSD Backpack Drive

Backpack Donations to Jewish Family Service Safe Parking Program.

Giving back to our community - Del Mar Beach Clean-up

Del Mar Beach Cleanup

Team Rowling joined @SD_Coastkeeper to help keep our beautiful #DelMar beach clean!

2022 Drive Out Hunger Golf Classic

Drive Out Hunger Golf Classic

In late July, Lorenzo joined the San Diego Foundation to support North County Food Bank’s 2022 Drive Out Hunger Golf Classic. Thanks to the efforts of generous sponsors, the event raised enough funds to provide over 262,000 meals!

Associations & Affiliations

National Association of Personal Financial Advisors (NAPFA) Member

Firm Membership & two Members Serving On Board

NAPFA is the leading national association of fee-only financial advisors.

Financial Planning Association Member

Firm Membership & Individual Members

FPA® is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals.

Fee-Only Network Member

Individual Members

Network of vetted financial advisors with a transparent fee structure legally obligated to provide unbiased advice.

American Institute of Certified Public Accountants (AICPA) Member

Individual Members

AICPA provides rules and oversight for the performance of professional CPA responsibilities.
High Impact Financial Operations Network (HIFON) Member

Individual Members

HIFON is a private, independent study group for RIA Operations Professionals.
San Diego Foundation

Giving Partner

We’ve partnered with San Diego Foundation, one of the largest donor networks in the region, to help maximize charitable giving impact for our clients.

Jewish Community Foundation

Giving Partner

We’ve partnered with Jewish Community Foundation San Diego for our clients’ charitable giving using donor advised funds and other charitable vehicles.

San Diego Equality Business Association

Member

San Diego Equality Business Association supports hundreds of small businesses in the San Diego area, while advocating for mainstream acceptance of diversity.

Bayside Community Center

Board Member

Bayside Community Center empowers our diverse community to improve its quality of life through services, education, and advocacy.

Let's Connect!

NEWSLETTER

VISIT US

1455 Frazee Road, Suite 700
San Diego, CA 92108

CALL US

P: (619) 295-0200
F: (619) 295-0210