Blankinship & Foster, a nationally recognized wealth advisory firm in Solana Beach, California, announced that advisors Jon Beyrer, Rick Brooks, Ann Hoeppner, Teresa Kakadelas, and Stefan Prvanov were recently honored as 5 Star Wealth Managers for 2013 by San Diego Magazine and 5 Star Professional.
The 5 Star Wealth Manager Award recognizes a select group of wealth managers who satisfy 10 objective criteria associated with providing excellent service to their clients. Candidates must be nominated by clients, peers, or their firm. Client retention, regulatory history, education and credentials are also considered.
“The number of our advisors being recognized for this award is a testament to the dedication of our staff,” said Stefan Prvanov, CFP®, Blankinship & Foster’s President and CEO. “Providing excellent service is integral to our practice.”
About Blankinship & Foster, LLC
Blankinship & Foster is an independent 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 since 1974. Blankinship & Foster has been recognized over 30 times as one of the nation’s Top Wealth Managers 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 or visit www.bfadvisors.com.