Sheryl L. Rowling is Chief Executive Officer of Total Rebalance Expert, a rebalancing software solution designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. TRX enables advisors to significantly grow their practices through the efficient delivery of high-quality services.
A Certified Public Accountant, Personal Financial Specialist and Principal at Rowling & Associates, Sheryl has been providing investment, tax and financial planning advice since 1979.
Sheryl holds an MBA in Finance and a BS Accounting from San Diego State University. She is a member of the American Institute of Certified Public Accountants (tax and financial planning divisions), the California Society of Certified Public Accountants, the National Association of Personal Financial Advisors, the All-Star Financial Goup and the Association of CPA Financial Planners. Sheryl is also the author of the CCH publicaton Tax and Wealth Strategies for Family Businesses.
Sheryl L. Rowling has been named one of Worth magazine's Top American Financial Advisors, one of Accounting Today's Top 100 Most Influential in Accounting and one of Wealth Manager magazine's Top 50 Women in Wealth Management.