Jeff Ortega's Contact Details

Jeff Ortega's Company Details

Rowling, Dold & Associates LLP

San Diego, CA, US • 20 - 49 Employees
Financial Services

Rowling & Associates is a Sustainable Finance & Tax Efficient Wealth Management firm providing #fiduciary #feeonly tax-efficient financial planning and investment advice in our clients' best interests. Did you know that only certified "fiduciary" financial advisers are required to act in your best interest? It's true. There are many financial advisers who make money on commissions from products they sell to their clients - even if that product isn't right for the client! At Rowling & Associates our fiduciary responsibility is our top priority and we ALWAYS put your best interests first. We don't earn commissions on any recommendations and adhere to the strict guidelines of the fiduciary standard of care. In addition to being a fiduciary firm, we hold many prestigious designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), and Personal Financial Specialist (PFS).We know this industry and financial planning can be confusing and complicated. We believe the less you have to worry about finances, the more you can focus on what truly matters to you. Our goal is to be a steward to our clients, and to do so in a (fiduciary!) way that helps you achieve your goals. Our fiduciary and sustainable business practices put your best interests first while simultaneously stewarding a better world.