SAN DIEGO, CA — Blankinship & Foster, a nationally recognized fee-only wealth advisory firm in Solana Beach, California, announced that financial planning associate Lanette Schmidt has been licensed by the Certified Financial Planner Board of Standards to use the Certified Financial Planner® and CFP® marks.
“I am delighted to be recognized as a CFP® practitioner,” said Schmidt. “The years of education and practical experience that went into earning my certification prepared me to thoughtfully analyze clients’ needs and situations, and to develop comprehensive financial strategies to reach their life goals. I enjoy financial planning because it combines passion for personal finance, strategic thinking, and enthusiasm for helping people.”
Lanette joined Blankinship & Foster in 2015 after passing the CFP® examination, and her work at Blankinship & Foster helped satisfy the practical experience requirements for the CFP® certification. In her new career as a financial planner, she leverages 15 years of business information systems and strategy experience in pharmaceutical and biotechnology industries to help her develop comprehensive financial plans for individuals and families. Lanette is a member of the Financial Planning Department and has become an integral part of the Blankinship &Foster Team.
“Lanette has worked hard to earn the CFP® credentials, and we are very proud,” said Stefan Prvanov, CFP®, Blankinship & Foster’s President and CEO. “Lanette is a great professional and has a bright future.”
About Blankinship & Foster, LLC
Blankinship & Foster is an independent, fee-only wealth advisory firm whose guidance extends beyond investments. Blankinship & Foster specializes in working with retirees, women and successful families, providing a unique wealth management process that helps clients organize and clarify their personal finances to achieve peace of mind. Founded on core values of integrity and exceptional service, clients have benefited from this tradition of objective forthright advice for over 35 years.
Blankinship & Foster has been recognized by such periodicals as Worth, Medical Economics, Wealth Manager, Financial Advisor, and other industry publications. For more information about Blankinship & Foster, please call (858) 755-5166.
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