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/Chief Investment Officer
• Jon Beyrer, CFP®, EA® — Director/Wealth Management
• Teresa Kakadelas, CFP®, CDFA™ — Director/Financial Planning
• Monica Ma, CFA®, CFP®, CSA® — Investment Manager
• Lanette Schmidt, CFP® — Associate Financial Planner
• Charanay Huynh — Office Manager
• Maria Wells — Portfolio Administrator
• Marie Scott — Client Service
• Monica Maxwell — Client Service

We’re ready to talk with you.