Stefan  Prvanov

Stefan Prvanov

| CFP®

Blankinship & Foster, LLC

858-755-5166

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Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area

Specialties

  • 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

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420 Stevens Avenue
Suite 250
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.

Stefan Prvanov is a Solana Beach, CA Fee-Only Financial Planner serving San Diego and all surrounding areas. Blankinship & Foster, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Stefan Prvanov is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Stefan Prvanov, CFP®, President/CEO, has been providing guidance to families and individuals regarding their personal financial affairs since 1994, by integrating investment management and financial planning advice.

Stefan is active in the local community.  He currently serves as a Board Member of the Carlsbad Charitable Foundation, the Gift Planning Advisor’s Council for the San Diego YMCA, and the KPBS Planned Giving Advisory Committee.  He has been an active member of the National Association of Personal Financial Advisors (NAPFA) since March 2004.  He served as Board member of the West Region Board of NAPFA from 2005-2008.  Stefan is also an active member with the Family Wealth Advisors Council, a national network of (10) independent, fee-only wealth management firms that collectively manage over $5 billion in assets.

Stefan earned his Bachelor of Science Degree in Finance in 1989 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.
 

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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

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.

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