Stephen  Doster,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen Doster, CFP®

Rowling & Associates

8889 Rio San Diego Dr., Ste 202
San Diego, CA 92108
FINANCIAL ADVISOR'S WEBSITE
(619) 295-0200 CONNECT WITH Stephen
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General

Stephen Doster is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rowling & Associates in San Diego, CA and the surrounding communities.

Financial Advisor Overview

Our specialty is working with individuals going through a complex tax event. This includes receiving stock options, buying or selling a home or rental property, getting married, retiring, or selling a business.

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Financial Advisor Experience

A fiduciary wealth management and CPA that focuses on integrating financial and tax planning with investment management. We help clients work through difficult tax situations and perform year-end tax planning to recommend smart tax-saving strategies like Roth conversions and contributions to donor advised funds.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Investment Management, Mutual Funds, Getting Married, Retirement, Sudden Wealth, Nontraditional Households, Personal Taxes

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Helpful Financial Planning Resources