Meet Blankinship & Foster

EXCEPTIONAL PEOPLE, AN EXCEPTIONAL TEAM

As a client of Blankinship & Foster, you have a dedicated team of financial advisors, service and support professionals. Your team will get to know you personally, partner with you to achieve your financial goals.

Our advisory teams work with far fewer clients than most in the industry. This assures that your advisors will be more accessible and more focused on you than an advisor in a typical firm.

Shannon head shot

Shannon Barton

Client Service Associate
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Jon head shot

Jon Beyrer , CFP®, EA®

Advisor, Director / Wealth Management
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Rick Head shot

Rick Brooks , CFA®, CFP®

Advisor, Director / Investment Management
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Arley head sht

Arley Gonzalez

Wealth Management Resident
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Charanay head shot

Charanay Huynh

Office Manager / Director of Client Service
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Teresa head shot

Teresa Kakadelas , CFP®, CDFA™

Advisor, Director / Financial Planning
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Monica head shot

Monica Ma , CFA®, CFP®, CSA®

Advisor, Chief Investment Officer
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Stefan head shot

Stefan Prvanov , CFP®

Advisor, President / CEO
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Jodi head shot

Jodi Rudd , CFP® , CDFA®

Associate Financial Planner
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Lanette head shot

Lanette K. Schmidt , CFP®

Advisor
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Maria head shot

Marie Scott

Client Service Associate
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Alina head shot

Alina Stromberg

Director / Operations
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Maria Wells  Portfolio Analyst

Maria Wells , CFA®

Assistant Portfolio Manager
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