Tara Weisinger
CPA
Rowling & Associates LLC
Principal, Director of Tax Services
Tara Weisinger
CPA
Rowling & Associates LLC
Principal, Director of Tax Services
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tara Weisinger, CPA
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Tara Weisinger 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, Tara Weisinger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tara Weisinger, a Certified Public Accountant, joined R&A in April 2012. As the firm’s Director of Tax Services, Tara’s primary responsibilities include supervising and organizing the tax return preparation for individual, trust, and business tax returns. She leads the tax team to provide personalized tax planning for R&A’s individual and business clients. Tara also manages the firm’s Charitable Committee, which handles everything from client events, to team building exercises, to firm-wide charitable initiatives.
Prior to joining the firm, Tara spent three years at OUM, LLP, a CPA firm in Carlsbad where she handled bookkeeping, tax planning, and tax return preparation. She also worked at JGD & Associates in Sorrento Valley preparing tax returns and doing tax planning for individuals and corporations. Tara graduated with a bachelor’s degree in Business with an emphasis in accounting from California State University San Marcos and received a Master's in Taxation from National University. She earned her Certified Public Accountant license in January of 2011.
Her industry associations include:
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants
- National Association of Personal Financial Advisors (NAPFA)
- Jewish Community Foundation – Trusted Charitable Advisor (TCA)
- PFS Credential Committee Member
Tara Weisinger 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
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Tara Weisinger is a NAPFA AssociateThe 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.
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Tara Weisinger is a Certified Public Accountant (Learn More) and Member of AICPAA Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Rowling & Associates is an Approved Dimensional Funds AdvisorDimensional 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.
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Rowling & Associates Named to Magnify Money's list of Best Financial Advisors in San Diego for 2022
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Tara Weisinger is Mentioned on Cision PR Newswire: "Rowling & Associates Transitions Under New Ownership"
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Tara Weisinger is a Trusted Charitable Advisor for the Jewish Community Foundation of San Diego
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Tara Weisinger is a Member of California Society of CPA's
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Tara Weisinger is a Member of the PFA Credential Committee for the American Institute of Certified Public Accountants
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Tara Weisinger is Mentioned on Cision PR Web: "Rowling & Associates Announces Internal Succession; Names 3 New Principals as Owners"
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Tara Weisinger Contributed a Guest Article to San Diego Jewish World: "CPA can make tax season less stressful"
Contact Tara Weisinger
Office Locations:
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8889 Rio San Diego Dr
Suite 202
San Diego, CA 92108
