Our team
Expertise in your corner
The Blankinship & Foster team is dedicated to listening to you, getting to know you personally, so we can help manage your finances in a way that makes you comfortable and that accommodates your specific needs.
You can be certain our team is looking out for your best interests. The financial advisors of Blankinship & Foster are here for one purpose: to work collectively to understand your situation and make critical recommendations to foster greater financial success. To achieve this goal, we’ve assembled the highest caliber of industry experts, each with their own unique expertise―in economics, finance, tax, estate planning, just to name a few―to work as a part of your financial team.
Our team:
- Stefan Prvanov, CFP® — President/CEO
- Rick Brooks, CFA®, CFP® — Director/Investment Management
- Jon Beyrer, CFP®, EA® — Director/Wealth Management
- Teresa Kakadelas, CFP®, CDFA™ — Director/Financial Planning
- Monica Ma, CFA®, CFP®, CSA® — Chief Investment Officer
- Lanette K. Schmidt, CFP® — Financial Advisor
- Alina Stromberg — Director/Operations
- Charanay Huynh — Office Manager
- Maria Wells — Portfolio Analyst
- Marie Scott — Client Service
- Shannon Barton — Client Service
- Arley Gonzalez — Wealth Management Resident
We’re ready to talk with you.