Firm also awarded five stars by investor.com’s Trust Algorithm
July 7, 2020, Solana Beach, CA — Blankinship & Foster is pleased to announce that it has been named one of California’s top investment advisory firms by investor.com.
Blankinship & Foster received a five-out-of-five star rating by investor.com’s Trust Algorithm. The Trust Algorithm combines both publicly accessible data from the Securities Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) as well as proprietary information such as the security of a firm’s website. Blankinship & Foster received the highest star rating possible by the Algorithm.
During these times of financial uncertainty, it is hard for those looking for financial guidance to know who they can trust with their hard-earned money. Investor.com is a consumer advocacy project with the mission of serving as a trusted resource for researching and comparing financial advisors. They analyze 28 million data points from 690,000 financial professionals and 16,000 firms across the country on a monthly basis to determine which firms can be trusted and which ones have red flags consumers should know about.
“We are pleased to be recognized for the high-caliber advice and service we provide to our clients,” said Blankinship & Foster President and CEO Stefan Prvanov, CFP®. “And while it is an honor to be so credited, our greatest satisfaction comes from our clients’ trust in allowing us to help provide for their financial safety and stability.”
For the entire list of the Top Financial Advisor Firms in California, please visit: https://investor.com/financial-advisor-firms/california.
About Blankinship & Foster, LLC
Blankinship & Foster is an SEC registered independent, nationally recognized fee-only investment advisory firm in Solana Beach, California*, whose guidance extends beyond investments. Blankinship & Foster specializes in working with retirees, women in transition and affluent families. Their unique wealth management process helps clients organize and clarify their personal finances to achieve peace of mind. Blankinship & Foster has been providing wealth management services to help our clients achieve their goals for over 30 years. To learn more about Blankinship & Foster’s profile on investor.com, visit: https://investor.com/rias/blankinship-foster.
investor.com was launched in 2018 to serve Americans as a trusted resource for researching and comparing financial advisors. investor.com is wholly owned by Reink Media Group, a privately held company founded in 2009. For more information, visit investor.com/about.
About the “Top Firms in California” ranking: Blankinship & Foster was reviewed along with all Registered Investment Advisor firms in California. The firms on the list were not ranked, so it should not be assumed that we were ranked as #1. For more about the ranking methodology, please visit this link: https://investor.com/trust-algorithm.
Certain information was obtained from third party sources believed to be reliable but it is not guaranteed. Blankinship & Foster is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. The opinions referenced herein are as of the date of publication and are subject to change without notice. We are providing the content for informational purposes only and it should not be considered investment advice or a recommendation to buy or sell any securities. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance.
Third-party rankings and recognition from ratings services, or publications, are based on specific criteria and do not provide a guarantee that the firm’s investment advisory services will be beneficial to any investor or that a client will experience a high level of performance or positive returns on their investments. Rankings and ratings should not be construed as an endorsement of the adviser by any client and should not be considered representative of any one client’s evaluation.
* SEC registration does not imply any level of skill or training