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.
“Receiving the CSA designation has provided me with key insights into the health, social and financial issues that are important to seniors,” said Monica. “It is allowing me to better understand and serve the needs of older adults.”
In addition to her work advising clients, Monica leads Blankinship & Foster’s Investment Committee, and heads up the firm’s investment research functions. Monica helped start the firm’s “Wise Women” luncheons, designed to help clients with financial education. She finds professional satisfaction in helping clients clarify and simplify their financial lives and plan for the future.
“We are very proud of Monica for completing her Certified Senior Advisor coursework and certification,” said Stefan Prvanov, CFP®, Blankinship & Foster’s President and CEO. “As financial advisors for retirees and near retirees, it is critical to be in the forefront on the issues that seniors face, and to be able to assist them on such matters.”
About Blankinship & Foster, LLC
Blankinship & Foster is an independent, fee-only 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 for over 35 years.
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.
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