Associate Alicia Butera Earns Certified Financial Planner Designation

SAN DIEGO, CA — Blankinship & Foster, a nationally recognized fee-only wealth advisory firm in Solana Beach, California, announced that financial planning associate Alicia Butera has been licensed by the Certified Financial Planner Board of Standards to use the Certified Financial Planner® and CFP® marks.

“It’s an honor and privilege to be called a Certified Financial Planner,” said Butera. “The CFP designation stands for excellence in the field. It requires planners in this industry to be held to a fiduciary standard, something I think is very important. I am happy to now be a part of this distinguished group.”

alicia-butera-earns-cfp-2-600x372Despite her demanding schedule as an associate of one of San Diego’s premier wealth advisory firms, Butera studied for the CFP exam and passed in November 2013. Alicia is also an active member in industry associations: after serving on the San Diego State University Financial Planning Association (FPA) board for three years, the last of which she acted as its president, Alicia went on to become active in the San Diego FPA NexGen group, an organization for planners under the age of 36.

“Alicia has worked hard to earn the CFP credentials, and we are very proud,” said Stefan Prvanov, CFP®, Blankinship & Foster’s President and CEO. “Alicia is a great professional and has a bright future.”

Download Press Release (PDF)

About Blankinship & Foster, LLC

Blankinship & Foster is an independent wealth advisory firm whose guidance extends beyond investments. Blankinship & Foster specializes in working with retirees, women and successful families, providing a unique wealth management process that helps clients organize and clarify their personal finances to achieve peace of mind. Founded on core values of integrity and exceptional service, clients have benefited from this tradition of objective forthright advice for over 35 years.

Blankinship & Foster has been recognized over 30 times as one of the nation’s Top Wealth Managers by such periodicals as Worth, Medical Economics, Wealth Manager, Financial Advisor, and other industry publications. For more information about Blankinship & Foster, please call (858) 755-5166.

Learn more about Blankinship & Foster’s Culture of Industry Leadership

 

Comments are closed.