SAN DIEGO, CA — Blankinship & Foster, a nationally recognized fee-only wealth advisory firm in Solana Beach, California, announced that Monica Ma, CFA®, CFP®, CSA® has been named Chief Investment Officer and has joined the firm’s Leadership Team. As aREAD MORE
B&F in the News
Blankinship & Foster team members have been interviewed by journalists from local and nationally recognized publications such as The New York Times, The Wall Street Journal, USA Today, SmartMoney, Financial Planning Magazine, Investment News, and the San Diego Union Tribune.
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 CertifiedREAD MORE
The below article appeared in Time.com/Money on Jun 14, 2017, and the September, 2017 print issue of Money Magazine titled “When One Spouse Reaches Retirement First”; credited to Kerri Anne Renzulli. [©2017 Time Inc. All rights reserved.] Read Online ArticleREAD MORE
June 22, 2017 – Blankinship & Foster is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. ThisREAD MORE
San Diego, CA – April 27, 2017 – Rick Brooks has been awarded the Thanks Badge at the 99th Annual Girl Scouts San Diego Meeting, the highest award an adult Girl Scout volunteer can earn. On Wednesday night, during theREAD MORE