Rowland Financial Services

Overview

Rowland Financial Services operates as a California-based sole proprietorship providing insurance brokerage alongside fee-based advisory work. The firm offers financial planning and portfolio management to individuals, small businesses and business or institutional clients. Its fee arrangements include percentage-of-assets, hourly billing and other fee types. The business is organized around a single individual owner and is not set up as a capital allocator or a multi-state adviser. The firm does not describe itself as an active ESG investor.

Investments & Alternatives

Location & Offices