Sheryl Rowling

Sheryl Rowling

Tax Senior

Followers of Sheryl Rowling2000 followers
location of Sheryl RowlingSan 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