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Rick Brooks , CFA®, CFP®

Senior Financial Advisor
Director | Investment Management
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Rick brings more than 20 years of experience in financial services to Blankinship & Foster. One of three principals and owners of the firm, Rick specializes in portfolio management, financial, tax, and estate planning issues for clients from all walks of life. 

Before becoming a financial advisor, Rick served in the United States Navy for 6½ years, where he completed two deployments to the Persian Gulf and left the Navy as a Lieutenant. 

From 2011 to 2018, Rick served on the Board of Directors of Girl Scouts San Diego, serving as Chair of the Board, leading the Investment Committee and serving on the Executive and Finance Committees. He continues to serve on their Investment and Board Development Committees. Rick is also a past President of the CFA Society of San Diego and served on its Board of Directors in various capacities. 

Rick is a member of the CFA Institute, National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), the Estate Planning Council of San Diego and San Diego Rotary (Club 33).

Rick and his wife Roseanne live in Mission Hills. When he’s not thinking about investments, Rick enjoys spending time with his family, theater, cooking, skiing, travelling, and reading.

What makes you proud to be part of the Blankinship & Foster team?

The work we do for our clients is incredible. We’ve helped people come through some of the most difficult conditions in good shape. I am most proud when we work as a team to solve financial problems in new, creative ways.

What quality of yours makes you best suited for what you do?

I’m a strategic thinker, able to pull ideas together like threads to form a tapestry or a cohesive plan. 

What personal accomplishments are you most proud of?

Landing an airplane on a moving aircraft carrier is the hardest thing I’ve ever done but passing the Chartered Financial Analyst (CFA) exam series was a close second.