Jon P. Beyrer| CFP®, EA
Blankinship & Foster, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Our Other NAPFA Members
Solana Beach, CA 92075
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Jon Beyrer is a Solana Beach, CA Fee-Only Financial Planner serving southern California and clients across the country. Blankinship & Foster, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Jon Beyrer is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Jon P. Beyrer, CFP®, EA has been providing personal financial advice and guidance to families and individuals since 2001. He focuses on helping families achieve their goals by integrating sound wealth planning with investment management and tax planning.
Active in the local community, Jon serves as chairman of the board of the Professional Alliance For Children, a public charity he co-founded in 2011. Jon also serves on the Executive Committee of Rady Childrens Hospital Foundation, the Gift Planning Advisory Board of Scripps Healthcare Foundation, and is a past president of the Financial Planning Association of San Diego. He has been listed by San Diego Magazine as a 5-Star Wealth Manager for eight years in a row, and has been quoted in such publications as The Wall Street Journal, The New York Times, and the Journal of Financial Planning.
Jon 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, and is enrolled to practice before the IRS.
Blankinship & Foster, LLC is an independent, fee-only Family Wealth Advisory firm. We were founded in 1989 as a general partnership and reorganized as a California Limited Liability Company (LLC) in 2007.
Our firm’s national reputation for excellence is based on our long-term commitment to the financial planning process, the financial planning profession, and responsible investment management. We are dedicated to upholding the highest standards of objectivity and ethical behavior. We are fiduciaries, holding our clients’ interests above our own.
Since 1974, our firm and its predecessor, Blankinship & Associates, have provided financial planning and investment management to help families better manage their current and future wealth. Blankinship & Foster has been repeatedly named as one of the nation’s Top Wealth Managers by Worth magazine and has also been recognized by Medical Economics, Wealth Manager, Financial Advisor, and other industry publications.*
WHAT WE DO
We help clients reach their life goals by assisting them in the evaluation and proper management of their financial resources. We work with clients to analyze their total financial situation, create action plans, and then assist in executing these plans. We design, implement and manage investment portfolios to support our clients’ goals and objectives.
Our investment management is ongoing, and we revisit the financial plan periodically to ensure our clients are still on the right track. In essence, we help families to better manage their current and future wealth.
Our clients come from all walks of life and are of all ages. 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 advice and professional service.