Rowling & Associates LLP, based in San Diego, CA offers customized investment management, financial planning, income tax preparation/planning services

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As an independent, fee-only advisory firm, Rowling & Associates offers customized investment management, financial planning, and income tax preparation/planning services. A Registered Investment Advisor (RIA), we are regulated by the Securities and Exchange Commission, which audits firms every six to 10 years on average.

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