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
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 sevice.
For over 35 years Blankinship & Foster has helped our clients -- retirees, near-retirees and financially independent women -- make smart financial decisions by integrating sound investment strategies with intelligent financial planning. We serve over 200 families in San Diego and beyond, and manages more than $350 million in assets. We work to provide you with Clarity, Confidence and Direction so that you have a firm grasp on your financial picture and are prepared for whatever lies ahead.
I have been providing personal financial planning and investment advice to high net worth individuals since 1996. I earned my Bachelor of Arts Degree in Political Science from Duke University, and my Masters in Business Administration from San Diego State University. I am licensed to use the Certified Financial Planner and CFP marks by the Certified Financial Planner Board of Standards. I also hold the Chartered Financial Analyst designation. I am a member of the Financial Planning Association and the CFA Institute.
I am active in the community, serving on the boards of directors of professional associations, Presidio Little League and Girl Scouts San Diego. I chair the Investment Committee and am Vice Chairman of the Board for Girl Scouts San Diego.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
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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