Join the award-winning team at Blankinship & Foster, where we help families navigate retirement with confidence. We're looking for an Associate Financial Advisor who is passionate about making a difference in our clients’ lives. Why this role stands out: ✨ Collaborate with a thoughtful, client-focused team 📈 Grow with a respected, fee-only wealth management firm 🌴 Work in beautiful Solana Beach, with a hybrid schedule 🎓 CFP® designation (or in progress) required At Blankinship & Foster, we lead with integrity, kindness, and purpose. If you’re ready to build meaningful relationships and grow your career in a firm that puts people first — we’d love to meet you. https://xmrrwallet.com/cmx.plnkd.in/gUfjsr6M
Blankinship & Foster, LLC Fiduciary Financial Advisors
Investment Management
Solana Beach, CA 988 followers
Clarity, confidence and direction for your financial future.
About us
Blankinship & Foster, LLC is an independent, fee only family wealth advisory firm. The firm's national reputation for excellence is based on our long-term commitment to the #financialplanning process, the financial planning profession, and responsible #investmentmanagement. We are dedicated to upholding the highest standards of objectivity and ethical behavior. Blankinship & Foster was founded in 1989 as a general partnership and was reorganized as a California Limited Liability Company (LLC) in 2007. Its predecessor firm began serving clients in 1974 as Blankinship & Associates. We are #fiduciaries, holding our clients' interests above our own.
- Website
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http://xmrrwallet.com/cmx.pwww.bfadvisors.com
External link for Blankinship & Foster, LLC Fiduciary Financial Advisors
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Solana Beach, CA
- Type
- Privately Held
- Specialties
- Investment Management, Financial Planning, Wealth Management, Retirement Planning, fee-only financial advisor , fiduciary in San Diego, financial advisors, financial planning for physicians, financial planning for doctors, and early retirement planning
Locations
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Primary
420 Stevens Avenue
Suite 250
Solana Beach, CA 92075, US
Employees at Blankinship & Foster, LLC Fiduciary Financial Advisors
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Frederick Brooks, CFA, CFP
Investment and financial planning advice for physicians and successful professionals
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Brett L.
Financial Cicerone
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Jon Beyrer CFP(r)
Senior Financial Advisor and Partner at Blankinship & Foster, LLC
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Alina Stromberg, M.A.
Director of Operations at Blankinship & Foster, LLC
Updates
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Whether by intention, opportunity, or unexpected shift, deciding whether to retire early requires thoughtful planning that spans both financial and non-financial aspects. From savings and healthcare to Social Security and emotional readiness, explore our blog post for what you should consider. #RetirementPlanning #EarlyRetirement #PreRetirees
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We’re proud to announce that Josh Matyas, CFP® has been promoted to Associate Financial Advisor. Josh recently earned his CFP® designation and continues to deliver the outstanding service our clients have come to expect. Let’s take a moment to recognize his achievement! #Congratulations #CareerMilestone #FinancialAdvisor #WealthManagement #Teamwork
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As a physician, you have unique financial planning considerations, such as managing high student loan debt and income while still pursuing your goals. Finding the right financial advisor with expertise in the medical field is essential. Explore our blog post for tips on when and how to choose a financial partner: #FinancialPlanning #FinancialPlanningForPhysicians #MedicalProfessionals #FinancialPlanningForDoctors #WealthManagement #Investing
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Turning 73 soon? Required minimum distributions are your next retirement milestone! While RMDs are mandatory, they're also an opportunity to strategically access your retirement savings. You can use them for living expenses, reinvest them for growth, or even direct them to charity tax-free. The key is understanding the timing and options available to you. We break down everything you need to know about RMD rules, smart withdrawal strategies, and how to make them work for your retirement goals. #RequiredMinimumDistributions #RMD #RetirementPlanning #RetirementIncome #Retirees #TaxPlanning #SanDiegoRetirement #FinancialPlanning #RetirementStrategy #IRAWithdrawals #WealthManagement
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Ages 50 to 75 are packed with critical retirement decisions—from catch-up contributions to Social Security and Medicare enrollment. Missing these milestones can cost you but planning ahead can set you up for lasting security. Our latest blog post breaks down the key ages, what actions to take, and how to stay on track. If you’re nearing retirement or guiding a loved one, this is your roadmap. #RetirementPlanning #FinancialSecurity
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Get to know our Administrative Assistant, Lindsay Stone! Lindsay joined the team in 2024 and is the friendly face and helpful voice our clients and visitors experience first. We have her to thank for ensuring our office runs smoothly, schedules stay on track, and our clients receive top-tier care and attention. Fun fact: As an avid hiker, her favorite destinations are Palomar Mountain, Ramona, and the Sierras. Learn more: https://xmrrwallet.com/cmx.plnkd.in/eJzBemMw #MeetTheTeam #OurTeam #AboutUs #EmployeeSpotlight
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Pre-retirees face a unique challenge: You've worked decades to build your savings but you still need growth for 20–30 years of retirement. The key is finding the right balance between protecting the wealth you’ve built and taking smart risks to combat inflation and create income you can't outlive. Common mistakes include getting too conservative too early or trying to time the market. Strategic asset allocation, regular rebalancing, and tax-smart moves can help set you up for retirement success. https://xmrrwallet.com/cmx.plnkd.in/eEAQDT3y #RetirementPlanning #AssetAllocation #PreRetirees #FinancialPlanning #RetirementIncome
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Planning for your aging parents' long-term care isn't just about costs — it's about preserving dignity and protecting your entire family's future. About 70% of people turning 65 will need long-term care services, yet most families wait until a crisis hits to talk about it. Planning ahead reduces stress, expands options, and honors your parents' wishes. Don't let a health emergency force rushed decisions that drain savings. Here’s how to start the conversation today. https://xmrrwallet.com/cmx.plnkd.in/ekTjPHPh #LongTermCare #AgingParents #FinancialPlanning #FamilyCaregiving #RetirementPlanning #ElderCare
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This week, we’re spotlighting Financial Advisor Brett L. With an eye for meaningful details, a skill he developed in his commercial construction days, Brett loves helping clients pursue their goals of starting a family, funding college, buying a home, and more. Brett enjoys many passions, including playing multiple instruments, golfing, and serving as a pit boss on the weekends. Read more about him: https://xmrrwallet.com/cmx.plnkd.in/eQ_WwHDr #MeetTheTeam #OurTeam #AboutUs #EmployeeSpotlight
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