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
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
Rowling and Associates Tech Stack
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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
