Blankinship & Foster, a nationally recognized wealth advisory firm in Solana Beach, California, announced that Jon Beyrer, CFP®, EA, was recently honored by the Financial Planning Association of San Diego® with the Heart of Financial Planning Award. The award was presented by former City Council President Tony Young.
The Heart of Financial Planning Award recognizes financial planning professionals who engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning. Recipients embody the spirit of financial planning and also represent FPA’s Core Values: Competence, Integrity, Relationships and Stewardship.
Jon is a dedicated volunteer and advocate who is committed to helping underserved individuals with personal finance skills and education. He has been a key person in the development of FPA San Diego’s Pro Bono programs for military service members and the homeless. In 2011, he co-founded The Professional Alliance for Children, a charity that serves the families of ill children by aligning professionals to provide free legal and financial advice on matters related to their care.
“Jon being recognized is a wonderful testament to his dedication and contribution”, said Stefan Prvanov, CFP®, Blankinship & Foster’s President and CEO. “At Blankinship & Foster we have a culture of community involvement, and Jon exemplifies this.”
“We are proud to honor Jon for his great service for the people of San Diego,” said Leslie Klein, FPA San Diego’s President. “He certainly embodies the spirit of our professional and public service that contribute to the advancement of financial planning.”
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.