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Monica Ma , CFA®, CFP®, CSA®

Senior Financial Advisor
Chief Investment Officer
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Monica has helped clients with their financial affairs for over 17 years.  She joined Blankinship & Foster in 2008 and is part of the firm’s leadership team. 

As a lead advisor, Monica helps physicians, retirees and families make informed financial decisions so they can dream bigger and sleep more soundly.  She finds great satisfaction in seeing clients reach their own definitions of success. 

In her role as Chief Investment Officer, Monica is responsible for the firm’s investment management functions and leads the research and implementation of Blankinship & Foster’s investment philosophy. She chairs the firm’s Investment Committee, which meets regularly to evaluate current market conditions, review investments, and develop and refine investment strategies for our client portfolios.

Monica sits on the International Community Foundation’s finance committee and is a member of Scripps Health Gift Planning Advisory Council.  Outside of work, she enjoys travelling with her family and working in her garden.

What is the most rewarding part about working at Blankinship & Foster?

I love being part of a dynamic and collaborative team. When there is a complex problem, I can always count on fellow team members to share their expertise and work together to find the best outcome for our clients.

I love helping clients . . .

. . . visualize and realize the future they want to create. This is usually the cumulation of many small steps we take together. I enjoy helping clients gain clarity about their goals, resources, and obstacles and empowering them to make the next informed decision.

I am happiest when . . .

I’m outdoors with my family. One of our favorite activities to do together is fruit picking. We always come away with some funny memories, great photos, and full tummies.

Do you have any pets? Tell us about them.

We have a young rottweiler name Boba. She is the sweetest, smartest, and most naughty of the three we’ve had. She has grown up thinking she is one of our children!