Sheryl L. Rowling, CPA/PFS
Sheryl L. Rowling, CPA/PFS Sheryl L. Rowling, CPA/PFS, MBA is a partner at Moss Adams Wealth Advisors in San Diego, California. The firm offers
fee-only comprehensive financial planning services and investment management.
Sheryl has been providing unique strategies and practical advice on tax, financial planning and investment issues since 1979. Sheryl works closely with individual and business clients, assisting them in determining whether and how their goals may be achieved through the proper management of financial resources. A member of the American Institute of CPAs, Tax and Financial Planning Divisions, Sheryl is also active in the California Society of CPAs, the National Association of Personal Financial Advisors, the Association of CPA Financial Planners and the All-Star Financial Group. Sheryl has been a featured speaker at both professional and community events. She has been named by Worth Magazine as one the nation’s top 250 financial advisors, been recognized as one of the country’s most influential CPAs by CPA Magazine, listed as one of Accounting Today’s 100 Most Influential People and acknowledged as a 5-Star Wealth Manager by San Diego Magazine. Sheryl has been quoted in various local and national publications and is the author of the CCH book “Tax and Wealth Strategies for Family Businesses.” Sheryl has been a Certified Public Accountant since 1981 and was one of the first to earn the credential of Personal Financial Specialist. She holds a Master of Business Administration in Finance and a Bachelor of Arts Degree in Accounting from San Diego State University. |
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