Rowling, Dold & Associates Joins Moss Adams Wealth Advisors
The combination boosts Moss Adams Wealth Advisors assets under management (AUM) to more than $1 billion—an impressive milestone given the current economic climate—and an important threshold in operational scale and market presence.
The RDA team is led by Sheryl Rowling, Certified Public Accountant and Personal Financial Specialist (CPA/PFS), who joins Moss Adams as a partner. According to Rowling, “Joining up with Moss Adams will allow us to focus on what we do best—enhancing the wealth of our clients—while gaining valuable new resources and support.”
Rowling holds an M.B.A. in finance and a B.S. in accounting from San Diego State University and has provided tax and financial planning advice since 1979. Active in her field, Rowling has been named a Top Wealth Manager by Bloomberg (2004-2009) and Best Personal Wealth Manager by San Diego Business Magazine (2005-2009). She was also named one of the nation’s top 250 financial advisors by Worth magazine and listed as one of Accounting Today’s Top 100 Most Influential in Accounting. Her book, Tax and Wealth Strategies for Family Business, published by CCH, is a leading publication among financial professionals
Like Moss Adams Wealth Advisors, RDA provides comprehensive financial planning and investment management to business owners and high net worth individuals, integrating all aspects of an individual’s business and personal wealth.
“Given the RDA client approach and philosophy,” says Rebecca Pomering, Chief Executive Officer of Moss Adams Wealth Advisors, “there probably isn’t a more ideal fit out there for Wealth Advisors. We are committed to the highest caliber of wealth management and are focused on premier client service and growth in each of our core markets. This combination will allow us to expand our market presence in Southern California with a firm that is a perfect fit for us and our clients.”
Co-advisor Lisa Saxton, CFP, joins Moss Adams Wealth Advisors as Financial Advisor after having been with RDA for eight years. Additional team members include Amanda Baker, Associate Advisor, and Sylvia Fitzgerald, Administrative Assistant. [/private]
Moss Adams Wealth Advisors LLC is an independent investment advisory firm registered with the U.S. Securities and Exchange Commission, and an affiliate of Moss Adams LLP. Moss Adams Wealth Advisors has provided personal wealth management, financial planning and insurance services since 1988.