Ashley Stroud
CFP®
Rowling & Associates
Associate Financial Planner
Ashley Stroud
CFP®
Rowling & Associates
Associate Financial Planner
As a fee-only financial planner, I am passionate about the impact that comprehensive financial planning involving tax minimization, cash flow analysis, retirement planning, estate planning, and risk management can have to all that I encounter. - Ashley Stroud, CFP®
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Ashley Stroud is a San Diego, CA fee-only financial planner. Rowling & Associates LLC provides comprehensive financial planning, wealth management, and tax services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ashley Stroud is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ashley Stroud joined the R&A team in March 2021 as an Associate Financial Planner. Her primary responsibilities include creating detailed and comprehensive financial plans for clients. Prior to joining Rowling & Associates, Ashley worked with another fee-only registered investment advisor managing a team of financial planners. She brings a wealth of knowledge and expertise in creating customized financial plans and in developing strategies and solutions that involve taxes, cash flow analysis, retirement planning, estate planning, and risk management.
Ashley Stroud is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
WE ARE ALWAYS LOOKING OUT FOR YOUR BEST INTERESTS
Rowling & Associates provides fee-only, tax-efficient financial planning and investment advice. We don’t earn commissions on any recommendations and adhere to the strict fiduciary standard. We hold prestigious designations such as Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ (CFP®).
A Registered Investment Advisor (RIA), we are regulated by the Securities and Exchange Commission, which audits firms every six to 10 years on average. You can sleep well at night knowing that we act out of “fiduciary duty,” the obligation to put your interest first. The financial industry has recognized Sheryl Rowling and her previous firm, Rowling, Dold & Associates, with several awards such as:
- The CPA Wealth Provider Financial Planning Award of Excellence for three consecutive years
- Best Personal Wealth Managers by San Diego Magazine
- “Top American Financial Advisors,” Worth
- “Top 50 Women in Wealth Management,” Wealth Manager
- “Top 100 Most Influential People,” Accounting Today
- Best Managed Firms, Schwab
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Ashley Stroud is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Ashley Stroud is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Ashley Stroud
Office Locations:
-
8889 Rio San Diego Dr
Suite 202
San Diego, CA 92108
