Stefan Prvanov

CFP®

Blankinship & Foster, LLC

Financial Advisor

Stefan Prvanov

CFP®

Blankinship & Foster, LLC

Financial Advisor

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

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

Stefan Prvanov 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, Stefan Prvanov is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.
 

Stefan Prvanov 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

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

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

Professional Designations & Affiliations

Contact Stefan Prvanov

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 420 Stevens Avenue
    Suite 250
    Solana Beach, CA 92075

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser