SOURCE: Total Rebalance Expert

Total Rebalance Expert

October 25, 2011 15:33 ET

CEO of Total Rebalance Expert Earns Recognition

SAN DIEGO, CA--(Marketwire - Oct 25, 2011) - Total Rebalance Expert is proud to announce two recent honors earned by its CEO, Sheryl Rowling. For the eighth time, Sheryl has been recognized as a 5-Star Wealth Manager*. She was also named as a finalist in the San Diego Business Journal's "Women Who Mean Business" award*.

Sheryl has been helping individuals and families find ways to achieve their goals since 1979. She began her career as a CPA preparing tax returns. Over time, her services expanded to include tax planning, financial planning and investment advice. In response to her clients' needs, Sheryl added wealth management to her practice, after earning an MBA in Finance and the designation "Personal Financial Specialist" (PFS). Below are some highlights of affiliations and awards Sheryl has earned during her career.

  • Named as a Top 250 Wealth Advisor in the United States, Worth Magazine, four years*
  • Recognized as a 5-Star Wealth Manager, San Diego Magazine, seven years, 2004-2011*
  • Named Top Wealth Manager, Bloomberg*
  • Recognized as one of Accounting Today's 100 Most Influential People, 2005*
  • Named as a Top 50 Distinguished Woman in Wealth Management, Wealth Manager, 2008*
  • Advisory Board Member, San Diego Symphony
  • Board Member, San Diego Jewish Community Foundation
  • Board Member, Jewish Family Services of San Diego
  • Member, Tax and Financial Planning Division, American Institute of Certified Public Accountants (AICPA)
  • Member, California Society of Certified Public Accountants
  • Charter Member, Association of CPA Financial Planners
  • Member, All-Star Financial Group

In addition to her work as a financial advisor, Sheryl is the CEO of Total Rebalance Expert (TRX), the most tax-efficient rebalancing software. TRX was developed in 2007-08 by Sheryl Rowling and Cheryll Lurtz. Seeing the need for an automated rebalancing tool that could be easily integrated within an advisor's existing practice, the two similar-named partners set out to develop TRX. In fact, the basic framework for the software was born in Chicago during the 3-Day Breast Cancer walk as Sheryl walked alongside her best friend, and now partner, to celebrate Cheryll's triumph over cancer. With Sheryl's financial knowledge and Cheryll's programming expertise, TRX was created -- as a simple yet powerful portfolio management software that could be up and running with minimal set-up, and easily operated by anyone in the advisor's office.

Sheryl is dedicated to giving back to the community and the profession. She regularly speaks at professional, industry and consumer events. She is a prolific writer and has authored the CCH publication "Tax and Wealth Strategies for Family Businesses" and is a financial columnist for both and the San Diego Jewish News. She frequently contributes guest articles for publications such as "Technology Tools for Today" and the "Planner" newsletter and is often quoted in magazines, newspapers and online financial websites. Through TRX, Sheryl presents the popular webinar series "It's About Time: Secrets of a Best Managed Firm," providing insights she has gained over the years along with free continuing education credits for participants. TRX also supports various charitable organizations and has donated its software to Texas Tech University's Financial Planning program.

About Total Rebalance Expert -- Tax-Efficient Rebalancing
TRX software, available commercially in 2009, is a rebalancing solution designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. TRX is known as the most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor to simplify portfolio management. The speed at which meaningful decisions can be made enables advisors to significantly grow their practices because they can serve more investors, delivering high-quality services. For more information download the free whitepaper "Measuring the Return on Technology of Total Rebalance Expert" at

Contact Information

  • Contact:
    Shawn Gardell
    TRX Director of Marketing