SAN DIEGO, CA — Blankinship & Foster is pleased to announce it has been named one of San Diego’s leading financial advisors and wealth managers in the 2018 list of Best Financial Advisors in San Diego, CA by AdvisoryHQ NewsREAD MORE
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Most affluent Californians have some form of an estate plan. While a will is a necessity, many people have invested in a comprehensive package including a will, trust, powers of attorney and advanced health care directive. As discussed previously inREAD MORE
2017 may be the year a fiduciary standard finally takes center stage in the personal financial advice profession. The Department of Labor’s (DOL) Fiduciary Duty Rule, scheduled to be implemented on June 9th, expands the “Investment Advice Fiduciary” definition underREAD MORE
SAN DIEGO, CA — Blankinship & Foster, a nationally recognized wealth advisory firm in Solana Beach, California, announced that its Chief Compliance Officer, Jon Beyrer, has been elected President of the Southern California Compliance Group (SCCG). “I’m honored to beREAD MORE
SAN DIEGO, CA — Blankinship & Foster, a nationally recognized fee-only wealth advisory firm in Solana Beach, California, announced that partner Rick Brooks, CFA®,CFP® will lead the San Diego Foundation’s Professional Advisor Council. “I’ve been thrilled to be a partREAD MORE