I first discovered an interest in personal finance and investments during my first job after college graduation. It was surprising, and slightly embarrassing, not having a clue about what choices to make among all the retirement and investment options presented during the new employee orientation. ...
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I first discovered an interest in personal finance and investments during my first job after college graduation. It was surprising, and slightly embarrassing, not having a clue about what choices to make among all the retirement and investment options presented during the new employee orientation.
"Is pre-tax better than after-tax? Should I save to a Roth IRA or my 401(k)? Do I need disability insurance? How do I pick the best mutual funds?" You'd think a college graduate would have been taught some of these things. However, the education system does not teach personal finance. We are all at a disadvantage right from the start.
My personal goal is to spread the word that everyone can get conflict-free financial advice without being sold expensive products. Rowling & Associates offers fiduciary, fee-only financial advice and wealth management.
Community Involvement
- Member of National Association of Professional Financial Advisors (NAPFA): 2009 - present
- NAPFA Pride Committee Co-Chair: 2024 - present
- NAPFA West Region Board: 2019 - 2023
- Group Leader for San Diego NAPFA Chapter: 2014-2018
- Vice Chair of North Park Planning Committee: April 2018 - April 2020
- Former President and Charter Member of Uptown Toastmasters Club
Specialties: Retirement planning, personal investing, 401(k) & 403(b) analysis, tax planning, employee benefits, stock options, Social Security, and LGBTQ+ financial planning
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