Community

Community

B&F Community InvolvementA Legacy of Community Involvement

Both Jack Blankinship and Charles Foster served on the boards and as volunteers of numerous community and charitable organizations.

As a firm, we believe it is critical to be a force for positive change locally and nationally, both in our industry and our community. In our industry, we advocate for fair and consumer friendly business practices, sound financial advice and customer service and for education for the public.


Community Service

Blankinship & Foster encourages its team members to be active in local community groups in which they believe. We recognize that our business is successful because of clients in the community in which our business operates. Giving back to this community helps improve the quality of life where we live, work and play.

A few examples of our involvement with our community at large:

The Carlsbad Charitable Foundation of the San Diego Foundation is a resource for information about charitable giving and community needs. Stefan Prvanov serves on the Grants Committee.
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The San Diego Foundation is dedicated to improving the quality of life in all of San Diego’s communities by providing leadership for effective philanthropy. Rick Brooks serves on the foundation’s Professional Advisor Council, a group which acts as a conduit between the foundation and financial professionals.
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The YMCA of San Diego focuses its work on youth development, healthy living and social responsibility. Stefan Prvanov serves on the Gift Planning Advisor’s Council for the YMCA of San Diego.
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KPBS serves local communities with news and entertainment programming. Its Planned Giving arm works with the community in planned giving and planning for the future. Stefan Prvanov serves on the KPBS Planned Giving Advisory Committee.
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Principal and Partner Rick Brooks serves as Chairman of the Board of Directors of Girl Scouts San Diego. As the leader of the Girl Scouts San Diego board, Rick has an important role in guiding the organization to achieve its mission of promoting and helping develop girls with courage, confidence and character.
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The Scripps Health Foundation is the philanthropic arm of Scripps Memorial Hospital, one of San Diego’s premier health care providers. Jon Beyrer has been a Planned Giving Advisory Board member since 2011.
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The Rady Children’s Hospital Foundation helps fund lifesaving technology and research, and helps financially support children with little or no private medical insurance. Jon Beyrer has been a Trust and Estates Committee member of the foundation since 2009 and a Legacy Circle member since 2011.
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The International Community Foundation is a public charity working to foster lasting philanthropy to benefit under-served communities in Mexico and Latin America. Monica Ma serves an active member of the Foundation’s Advisory Board.
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The Professional Alliance for Children is an all-volunteer charity comprised of local attorneys and financial professionals who provide free legal and financial advice to families caring for a seriously ill child. Jon Beyrer co-founded the charity in 2011.
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Leadership

Industry leadership is a significant part of the legacy Jack and Charles created, and to this day, our firm is highly involved in financial organizations that establish and advocate for industry best practices.

Some of our most significant leadership roles in the industry are with:

Principal and Partner Stefan Prvanov serves as a region board member. He chaired the San Diego NAPFA Study Group in 2005-2007 and served as Board member of the West Region Board of NAPFA from 2005-2008. s such, Stefan is instrumental in helping improve upon the profession.
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Stefan also participates in FWAC, a national study group of like-minded owners of fee-only wealth management and financial advisory firms. The group published the Women of Wealth survey and continues to enhance their financial planning work in this in this important area.
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The FPA is the largest U.S. membership organization for CFP professionals. As the San Diego chapter President, Principal and Partner Jon Beyrer led efforts to improve public education and awareness, consumer protection and pro bono financial advice to underserved groups in the San Diego community.
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The CFA Society of San Diego works to promote a high standard of ethics and sound professional standards of investment management and research, and to enhance professional knowledge and skills. Rick Brooks served as a Board Member for several years, including the role of President of the Board.
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