Rowling & Associates LLC
Principal, Director of Wealth Management
Rowling & Associates LLC
Principal, Director of Wealth Management
My focus is to help you set and reach your financial goals by setting an appropriate savings strategy, limiting unnecessary tax bills, developing an investment strategy based on your risk tolerance, and making timely adjustments to your financial plan as personal and economic circumstances change. - Lorenzo Sanchez, CFP®
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Lorenzo Sanchez 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, Lorenzo Sanchez is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Lorenzo Sanchez joined the R&A team in November 2013. His primary responsibilities include developing and updating comprehensive financial plans, providing portfolio research and analysis, and account rebalancing. Lorenzo also assists in servicing clients’ accounts, preparing client reports, and other special projects.
Prior to joining the firm, Lorenzo worked in the finance department of a Fortune 500 company at their Latin America offices in Mexico implementing credit risk models and providing market research. Lorenzo earned his B.S. in Finance from the University of Notre Dame and became a Certified Financial Planner™ professional in April 2016.
His industry associations include:
- National Association of Personal Financial Advisors (NAPFA)
- Financial Planning Association (FPA)
- Jewish Community Foundation – Trusted Charitable Advisor (TCA)
- Certified Financial Planner™
Lorenzo Sanchez 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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Lorenzo Sanchez is a NAPFA-Registered Financial Advisor
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.
Lorenzo Sanchez is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Rowling & Associates is an Approved Dimensional Funds Advisor
Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Lorenzo Sanchez is a Member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Rowling & Associates Named to Magnify Money's list of Best Financial Advisors in San Diego for 2022
Lorenzo Sanchez is Mentioned on Cision PR Newswire: "Rowling & Associates Transitions Under New Ownership"
Lorenzo Sanchez is Quoted on Business Insider: "Rowling & Associates' InStrategy Recognized as a Finalist in the 2020 "Wealthies" - wealthmanagement.com's Industry Awards Program"
Lorenzo Sanchez is Quoted on Cision PR Newswire: "Rowling & Associates’ InStrategy Experiencing Growing Momentum in Pandemic Times"
Lorenzo Sanchez Contributes to Morningstar: "Why We Incorporated ESG Into Our Practice"
Lorenzo Sanchez is Featured on WealthManagement.com: "Rowling & Associates' InStrategy Recognized as a Finalist in the 2020 "Wealthies" – wealthmanagement.com's Industry Awards Program"
Lorenzo Sanchez is a Scheduled Speaker at The Los Angeles RIA Summit 2020
Lorenzo Sanchez is a Trusted Charitable Advisor for the Jewish Community Foundation of San Diego
Contact Lorenzo Sanchez
8889 Rio San Diego Dr
San Diego, CA 92108