SAN DIEGO, CA — Blankinship & Foster, a nationally recognized wealth advisory firm in Solana Beach, California, announced that its Chief Compliance Officer, Jon Beyrer, has been elected President of the Southern California Compliance Group (SCCG). “I’m honored to beREAD MORE
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SAN DIEGO, CA — Blankinship & Foster, a nationally recognized fee-only wealth advisory firm in Solana Beach, California, announced that advisor Monica Ma, CFA®, CFP® has been licensed by the Society of Certified Senior Advisors to use the CSA® mark.READ MORE
Blankinship & Foster was ranked with 10 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 wereREAD MORE
The below article first appeared in the June 8, 2015 Issue of San Diego Business Journal, Banking & Finance Special Report; credited to Micheal Lipkin. Download SDBJ Article Here (PDF) INVEST: Financial Advisors Increasingly Address Interests and Situations of WomenREAD MORE
SAN DIEGO, CA — Blankinship & Foster advisor Teresa Kakadelas (CFP®, CDFA™) has joined the firm’s Executive Team to help set the strategic direction of the firm going forward. As a member of the Executive Team, Teresa will be aREAD MORE