Sheryl Rowling
Editorial Director, Financial Advice at Morningstar
Based in San Diego, United States
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Seniority
Director
Department
Other
Location
San Diego
Industry
Financial Services
Company size
12K
Contact information
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s•••••••@morningstar.com
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Background
About Sheryl Rowling
Writer, speaker, consultant, CPA/Personal Financial Specialist with decades of experience in taxation, financial planning, investment management and wealth advisory services, in addition to practice management. Founder of Rowling & Associates and Founder of Total Rebalance Expert TRX Author of CCH publication "Tax & Wealth Strategies for Family Businesses" Specialties: Investment management, financial planning, taxation, charitable giving, estate planning, retirement planning, tax-efficient portfolio management, practice management, training, and speaking.
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