Sheryl Rowling

Tax Senior

2000 followers

San Diego, California, United States

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Timeline
About me
Editorial Director, Financial Advice at Morningstar
Education
- San Diego State University
  -
  BA Business - Accounting, Math Minor
  Activities and Societies: Beta Alpha Psi
- San Diego State University
  -
  MBA Finance
Experience
- Arthur Young
  Jan 1979 - Jun 1981
  Tax Senior
- Nucorp Energy Inc.
  Aug 1981 - Dec 1982
  Tax Supervisor
- Arthur Young
  Jan 1983 - Dec 1984
  Tax Manager
- SDGE
  Jan 1985 - Oct 1987
  Tax Manager
- Rowling, Dold & Associates LLP
  Sept 1987 - Dec 2009
  Managing Partner
- Total Rebalance Expert
  Aug 2007 - Oct 2015
  CEO
  Total Rebalance Expert is the most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management.
- Moss Adams Wealth Advisors
  Jan 2010 - Feb 2012
  Partner
- Rowling & Associates
  Mar 2012 - Feb 2022
  Founder
  An independent, fee-only advisory firm, Rowling & Associates offers customized investment management, financial planning, and income tax preparation/planning services.
- Morningstar
  Nov 2015 - now
  Editorial Director at Morningstar & Founder at Rowling & Associates As part of the Research Group, I will be assisting with developing tax-efficient enhancements to the Total Rebalance Expert platform as well as incorporating synergies with other Morningstar tools. The focus is on continuing to build better solutions for advisors, whether using Morningstar Office or other portfolio accounting software.
  - Editorial Director, Financial Advice
    Oct 2021 - now
  - Head of Rebalancing Solutions
    Nov 2015 - Oct 2021
Licenses & Certifications
- Personal Financial Specialist
  American Institute of Certified Public Accountants
- CPA
  California Board of Accountancy