Blankinship & Foster, LLC
Fee-Only Financial Advisor located in Solana Beach and serving the entire San Diego / Carlsbad, CA area
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 the country’s 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, 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jon Beyrer is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jon Beyrer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jon Beyrer is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jon Beyrer
420 Stevens Avenue
Solana Beach, CA 92075