SAN DIEGO, CA — Blankinship & Foster, a nationally recognized fee-only wealth advisory firm in Solana Beach, California, announced that partner Rick Brooks, CFA®,CFP® will lead the San Diego Foundation’s Professional Advisor Council.
“I’ve been thrilled to be a part of this group which helps to educate advisors about the benefits of working with donor advised funds,” said Brooks. “It’s a real honor to be asked to chair this group of thoughtful, community-minded advisors.”
Despite his demanding schedule as Vice President, Investment Management for Blankinship & Foster, Rick is active in the community. He is a member of the Executive Committee and Vice Chair of the Board of Girl Scouts San Diego, and chairs their Investment Committee. Rick also serves on the board of Presidio Little League and is a past president of the CFA Society of San Diego.
Rick has been a partner at Blankinship & Foster since 2007. He oversees the firm’s efforts in investment research and portfolio management, and also serves as a lead advisor, counseling clients on all aspects of personal financial management. He is a partner, a member of the firm’s management team, and chair of the firm’s Investment Committee.
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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