Jon Beyrer

CFP®, EA

Blankinship & Foster, LLC

Advisor, Director / Wealth Management

Contact Me

Jon Beyrer

CFP®, EA

Blankinship & Foster, LLC

Advisor, Director / Wealth Management

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jon Beyrer, CFP®, EA

Contact Me

(858) 755-5166

Website

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

Jon Beyrer is a Solana Beach, CA fee-only financial planner. Blankinship & Foster, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jon Beyrer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Jon Beyrer is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Blankinship & Foster is an independent, fee-only financial management firm in San Diego. Our goal is to provide clarity, confidence and direction for your financial future. Our thoughtful and experienced team of financial advisors help you make smart decisions across a broad spectrum of matters. We understand the challenges you face in retirement, such as how to sustain your retirement income, and we work with you to solve them.

For over 30 years, we have helped clients successfully transition into retirement and navigate life events. We’ve done this by listening and understanding what’s important, having meaningful conversations, and working alongside our clients to find solutions.

Blankinship & Foster has been repeatedly named as one of the nation’s Top Wealth Managers and has been recognized by Worth, Financial Times, Medical Economics, Wealth Manager, Financial Advisor, and other industry publications.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Advice with Ongoing Management
  • Retirement Income Planning
  • Investment Management
  • Executive Benefits Planning

Ideal Clients

  • Corporate Executives
  • High Net Worth Client Needs
  • Medical Professionals
  • High income professionals
  • Women in Transition

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jon Beyrer

(858) 755-5166

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Office Locations:

  • 420 Stevens Avenue
    Suite 250
    Solana Beach, CA 92075

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