Sheryl L. Rowling, Certified Public Accountant, Personal Financial Specialist, and Partner at Moss Adams LLP (Rowling, Dold & Associates LLP prior to combination), has been providing fee-only tax and financial planning advice since 1979. Sheryl is also co-creator and CEO of Total Rebalance Expert® portfolio management software. Previously, she managed tax departments at Arthur Young & Company and two multi-million dollar corporations. 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.
Sheryl has been named one of the nation's top 250 financial advisors by Worth magazine and as one of the country's most influential CPAs by CPA Magazine. She is a member of the tax and financial planning divisions of the American Institute of Certified Public Accounts (AICPA), former member of the AICPA's Personal Financial Specialist Credential Committee, former Co-Chairperson of the AICPA's Personal Financial Planning State Societies Roundtable, member of the California Society of Certified Public Accountants, member of the National Association of Personal Financial Advisors, charter member of the Association of CPA Financial Planners and member of the All-Star Financial Group (premier organization of CPA Personal Financial Specialists).
Sheryl is the author of the CCH publication "Tax and Wealth Strategies for Family Businesses." She holds an M.B.A. in Finance and a B.S. in Accounting from San Diego State University.