Sheryl Rowling

Sheryl Rowling has a diverse work experience spanning several decades. Sheryl began their career as a Tax Senior at Arthur Young in 1979 and later worked as a Tax Supervisor at Nucorp Energy Inc. in the early 1980s. Sheryl then returned to Arthur Young as a Tax Manager from 1983 to 1984. Sheryl subsequently joined SDGE as a Tax Manager before becoming the Managing Partner at Rowling, Dold & Associates LLP from 1987 to 2009. In 2007, Sheryl became the CEO of Total Rebalance Expert, where they served until 2015. Following that, they worked as a Partner at Moss Adams Wealth Advisors from 2010 to 2012. Sheryl then founded Rowling & Associates in 2012, where they continue to work as the Founder. Additionally, they joined Morningstar in 2015 as the Head of Rebalancing Solutions and later took on the role of Editorial Director, Financial Advice in 2021.

Sheryl Rowling has a Bachelor of Arts degree in Business with a major in Accounting and a minor in Math from San Diego State University. Sheryl also holds a Master of Business Administration degree in Finance from the same institution. In addition, they have certifications as a Certified Public Accountant from the California Board of Accountancy and a Personal Financial Specialist from the American Institute of Certified Public Accountants.