Financial Advisor Industry Leader Contributes Portfolio Rebalancing Insight On Practice Management Website
Sheryl Rowling, CEO of Total Rebalance Expert and partner at Moss Adams Wealth Advisors, is the latest expert to write a blog on Advisors4Advisors, a financial advisor practice management website.
NEW YORK--Advisors4Advisors (A4A), a practice management website for independent financial advisors, today announced that Sheryl Rowling, chief executive officer of Total Rebalance Expert, will contribute insight about portfolio management and rebalancing. Rowling will write about portfolio rebalancing, tax-efficient investing, and financial planning.
"Effective rebalancing can boost investment returns and I'll be writing about ways that can help advisors use techniques and take advantage of inefficiencies in the markets,” said Rowling. "The independent advisor community on Advisors4Advisors is a great forum for discussing the topic.”
Rowling, a Certified Public Accountant, Personal Financial Specialist, and partner at Moss Adams Wealth Advisors, has been providing investment, tax, and financial planning advice since 1979. She holds an MBA in Finance and a BS in Accounting from San Diego State University, and has been named one of Worth magazine's Top American Financial Advisors, one of Accounting Today's Top-100 Most Influential in Accounting, and one of Wealth Manager magazine's Top-50 Women in Wealth Management. Rowling is author of the CCH publication Tax and Wealth Strategies for Family Businesses.
"Sheryl is an industry leader and she's been on the cutting edge of financial planning and technology for advisors,” said A4A founder Andrew Gluck. "We're delighted to have an expert in tax-efficient investing share her ideas with the Advisors4Advisors community. Her insights will help the nearly 2,000 advisors in the A4A community manage client portfolios in these difficult times for investors.”
About Advisors4Advisors, Inc.
Advisors4Advisors is a practice management website for independent financial advisors and advisors interested in going independent. Founded in 2009 by Andrew Gluck, CEO of Advisor Products, Inc. and columnist for Financial Advisor magazine, A4A has quickly grown to serve almost 2,000 registered users. A4A editors aggregate news and blogs from hundreds of sites around the Web to give advisors the news they need to read every day. The site's blogging team of industry experts writes about financial planning, investing, estate planning, practice management, technology, marketing, compliance, social networking, and other key aspects of an advisory business.
A leader in producing educational webinars for advisors, A4A has over 70 hours of webinar content available for on-demand replay, roughly half of which is eligible for CFP continuing education credit. The comprehensive online resource and social networking community also compiles detailed user reviews and side-by-side feature comparisons of practice management tools and technology.
About Sheryl Rowling
Sheryl Rowling is a member of many leading industry organizations including the American Institute of Certified Public Accountants (tax and financial planning divisions), the California Society of Certified Public Accountants, the National Association of Personal Financial Advisors, the All-Star Financial Group, and the Association of CPA Financial Planners. A Certified Public Accountant, Personal Financial Specialist, and partner at Moss Adams Wealth Advisors, she has been providing investment, tax, and financial planning advice since 1979.
In 2007, Rowling teamed up Cheryll Lurtz, a seasoned programmer with a financial background and Debra Dold, a CPA and Personal Financial Specialist, to create TRX software, a rebalancing software solution designed to bring portfolio management to a new level. With features such as Analysis Expert and Tax Loss Harvesting at the touch of a button, advisors can quickly and easily make meaningful rebalancing decisions and deliver high-quality services to more investors in less time.
Contact:
Jim Voss
Advisors4Advisors, Inc.
JVoss@advisors4advisors.com
(888) 274-5755 ext. 249
Sheryl Rowling
Total Rebalance Expert
Sheryl@TRXpert.com
(619) 294-4TRX ext. 202