About My Practice
Blankinship & Foster's national reputation for excellence is based on our long term commitment to the process of financial planning and our commitment to responsible investment management. We help our clients reach their goals by assisting them in the evaluation and proper management of their financial resources. We provide comprehensive financial planning and investment management on a continuing basis depending on the client's needs. Our clients come from all walks of life and are of all ages and interests. What they share is the realization that they can and should coordinate today's financial decisions in order to realize the best tomorrow has to offer. Our clients are intelligent, busy people who appreciate comprehensive advice and professional service.
Jon Beyrer has been providing personal financial and investment advice since 2001. He joined Blankinship and Foster,LLC in 2003.
Previously, he worked with the accounting and consulting firm Nation Smith Hermes Diamond, where he provided comprehensive financial planning and investment portfolio management advice to high net worth individuals and business owners. Prior to that, Mr. Beyrer worked with a mortgage banking firm.
Mr. Beyrer earned his Master of Science Degree in Financial and Tax Planning in 2001 from San Diego State University and his Bachelor of Science Degree in Finance in 1995 from San Diego State University. He is licensed to use the Certified Financial Planner and CFP marks by the Certified Financial Planner Board of Standards.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - EA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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