Rowling and Associates
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
2525 Main St Ste 210, Santa Monica, Cali...Phone Number
(619) 295-0200Website
www.rowling.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1
About Rowling and Associates
Pathview Wealth Advisors specializes in tax-centered financial planning, combining CPA and CFP expertise to help clients uncover meaningful savings. They offer a range of services including investing, financial planning, and tax management, all designed with a focus on tax efficiency. The firm serves clients nationwide from their base in San Diego, emphasizing a family-focused approach and personalized guidance. Their strategic tax planning aims to optimize clients' financial outcomes while minimizing tax liabilities.Explore more
Rowling and Associates Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Rowling and Associates
<$5M
11-50
Private
<$5M
2012
TW
Tara WeisingerPrincipal, Director of Tax Services
Company Profile Activity
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Rowling and Associates financials insights
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2020
Debt
$350K
Rowling and Associates Tech Stack
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Rowling and Associates News & Media
Juan Aguilar of Rowling & Associates Named to Bayside Community Center’s Board of Directors
Highly regarded San Diego-based non-profit organization expands Board of Directors with local, community-based professionals committed to helping provide quality of life services, education and advocacy (PRWeb February 11, 2021) Read the full story at https://www.prweb.com/releases/juan_aguilar_of_rowling_associates_named_to_bayside_community_centers_board_of_directors/prweb17721531.htmRowling & Associates Announces Internal Succession; Names 3 New...
Prominent advisor Sheryl Rowling transitions her award-winning RIA firm via an internal succession plan, intends to stay active in the business and is not retiring any time soon (PRWeb October 01, 2020) Read the full story at https://www.prweb.com/releases/rowling_associates_announces_internal_succession_names_3_new_principals_as_owners/prweb17438432.htmRowling & Associates’ InStrategy Recognized as a Finalist in the 2020 “Wealthies” – wealthmanagement.com’s Industry Awards Program
Outsourced investment management research platform short-listed in the Socially Responsible Investing category for its new ESG Investing Research (PRWeb June 23, 2020) Read the full story at https://www.prweb.com/releases/rowling_associates_instrategy_recognized_as_a_finalist_in_the_2020_wealthies_wealthmanagement_coms_industry_awards_program/prweb17209217.htmRowling & Associates’ InStrategy Experiencing Growing Momentum in...
Outsourcing investment research and adopting ESG investing themes resonating with RIAs as they look to respond to market volatility, right-size their businesses and meet new client expectations (PRWeb May 11, 2020) Read the full story at https://www.prweb.com/releases/rowling_associates_instrategy_experiencing_growing_momentum_in_pandemic_times/prweb17111674.htm
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Pathview Wealth Advisors specializes in tax-centered financial planning, combining CPA and CFP expertise to help clients uncover meaningful savings. They offer a range of services including investing, financial planning, and tax management, all designed with a focus on tax efficiency. The firm serves clients nationwide from their base in San Diego,... Read More
