Sheryl Rowling

Sheryl Rowling, CPA, PFS, is Editorial Director, Financial Advice for Morningstar. She covers financial areas of interest to individual investors and advisors including tax efficient investment strategies, financial planning and practice management topics.

Before joining Morningstar in 2015, Rowling was the founder and head of Rowling & Associates as well as founder and head of Total Rebalance Expert.

Rowling holds a bachelor's degree in accounting as well as an MBA-Finance from San Diego State University. She also holds designations as Certified Public Accountant and Personal Financial Specialist.

Morningstar acquired her Total Rebalance Expert software platform in 2015. The opinions expressed in her work are her own and do not necessarily reflect the views of Morningstar.