Teresa has been helping clients with their financial affairs since 1999. She joined Blankinship & Foster in 2005.
Teresa heads up the firm’s Financial Planning Team, continually identifying and helping solve financial issues for clients. She started the firm’s “Wise Women” financial education luncheons and finds professional satisfaction in helping clients simplify their financial lives.
Teresa is a member of the Rady Children’s Hospital Estates and Trusts Council, the North County Estate Planning Council, the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA). She is active in her community and church.
Teresa and her husband, Kim, live in Carlsbad. They have four grown daughters and are proud grandparents. After many years of being a “Soccer Mom,” she has retired from that role and enjoys traveling, bike riding, hiking, and spending time with her family.
What makes you proud to be part of the Blankinship & Foster team?
The Blankinship & Foster team sincerely wants to do what’s right for our clients. Seeing our firm consistently choosing what is best for the clients is satisfying and inspiring.
What personal accomplishments are you most proud of?
I am most proud of completing my master’s degree in Financial and Tax Planning. Going back to school was a tough juggling act with four daughters at home with each having a busy schedule. It was especially challenging since I had been out of college for over 15 years.
What is the best piece of advice you have ever received?
At our wedding, the officiator advised my husband and me to stay out of debt. We have worked hard to adhere to this advice, and it has brought peace of mind to our lives.