Location: San Diego, CA
Custodians: Schwab Advisor Services & Shareholders Service Group
Top Executive: Sheryl Rowling, Principal
Rowling & Associates of San Diego, CA boasts 100% employee participation in its philanthropic programs. The firm attributes this the employee-driven nature of its programs; employees choose causes that they are passionate about, which creates an environment where giving back is easy to do and all voices are heard. The firm does not limit the number of hours an employee can use to volunteer during the workday and also offers a matching gift of up to $500 for its employees to utilize throughout the year.
The Rowling & Associates team has a donor advised fund through the Jewish Community Foundation, which it uses to donate to charitable causes of the firm’s choice. This past year they were proud to support ADL’s Walk Against Hate, Chabad of Poway, and the JFS’s San Diego Rapid Relief Fund. R&A also enjoys participating in events such as the Rady Children’s Hospital Toy Drive and the JFS Backpack Drive where employees can make an impact in a hands-on way.