SAN DIEGO, CA — Blankinship & Foster has been named as one of San Diego’s leading financial advisors and wealth managers in the 2017 list of Top 10 Best Financial Advisors in San Diego, CA by AdvisoryHQ News Media (AHQ). This is the third year in a row the firm has been recognized as a top San Diego wealth manager by Advisory HQ.
According to the report, factors that contributed to the 2017 award include Blankinship & Foster’s fiduciary commitment to clients, history of serving retirees and financially independent women and the integrated, proactive planning it provides clients. As well, the report states, “The team at Blankinship & Foster is experienced in bringing financial planning and investment management services with a special focus on helping retirees, soon-to-be retirees, financially independent women, and women in transition.”
“We are honored that the team has been recognized for the thoughtful care and advice they provide to our clients,” said Blankinship & Foster President and CEO Stefan Prvanov, CFP®. “The reward and satisfaction is seeing the positive impact it has on our clients’ lives.”
This acknowledgement is unique as candidates are neither self-nominated, nor does AdvisoryHQ charge for the advisory firm review or ranking. In fact, firms do not even realize they are being reviewed until after the reviews have been completed and the results made public. The objective review structure includes examination of a candidate company’s fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Click here for the full article.
About Blankinship & Foster, LLC
Blankinship & Foster is an independent, nationally recognized fee-only wealth advisory firm in Solana Beach, California, 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.
Learn more about how Blankinship & Foster helps Retirees, Pre-retirees, and Women In Transition achieve clarity, confidence and direction in their finances.
Important Disclosures:
About the “Top 10” ranking: Blankinship & Foster was ranked with 9 other investment advisory firms located in San Diego California. The 10 firms on the AdvisoryHQ ranking list were not ranked from 1 to 10, so it should not be assumed that we were ranked as #1. Also, the stars in the recognition emblem do not represent any type of ranking or rating so it should not be assumed Blankinship & Foster received any star rating. For more about the ranking methodology, please visit this link: http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/.
Additional Disclosures:
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.