SAN DIEGO, CA — Blankinship & Foster advisor Teresa Kakadelas (CFP®, CDFA™) has joined the firm’s Executive Team to help set the strategic direction of the firm going forward.
As a member of the Executive Team, Teresa will be a key part of the firm’s leadership, lending not only her expertise as a financial advisor, but also a female perspective about women’s unique financial needs. Teresa’s advocacy for empowering women financially, and her Certified Divorce Financial Analyst® (CDFA™) designation, will further strengthen Blankinship & Foster’s commitment to assisting women in transition with financial planning.
“Women in transition, whether through divorce or the death of a spouse, often face unique challenges—and in the midst of very challenging life circumstances, require compassionate guidance for weighing important emotional and financial considerations carefully,” said Kakadelas. “I look forward to working with this thoughtful and innovative executive team that continues to search for ways to best serve not only our female clients, but all our clients.”
Teresa has been an advisor with Blankinship & Foster since 2005. She leads the firm’s Financial Planning Team, continually identifying and helping solve financial planning issues for clients. Teresa started the firm’s “Wise Women” luncheons, designed to provide female clients with financial education. She finds professional satisfaction in helping clients clarify and simplify their financial lives and plan for the future.
“We are very fortunate to have such a talented person join the Executive Team,” said Stefan Prvanov, CFP®, Blankinship & Foster’s President and CEO. “Teresa brings great skill and thoughtfulness to the strategic planning of the firm, just as she does when working with clients.”
About Blankinship & Foster, LLC
Blankinship & Foster is an independent, nationally recognized fee-only wealth advisory firm in Solana Beach, 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 or visit www.bfadvisors.com.
Learn more about how Blankinship & Foster helps Retirees, Pre-retirees, and Women In Transition achieve clarity, confidence and direction in their finances.