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 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
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Women in Transition
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Stefan Prvanov is a NAPFA-Registered Financial AdvisorThe 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.
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Stefan Prvanov is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Stefan Prvanov 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.
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Stefan Prvanov is a Member of the Family Wealth Advisors Council
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Stefan Prvanov Supports the Rancho Santa Fe Foundation
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Stefan Prvanov is a on the KBPS Planned Giving Advisory Committee
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Stefan Prvanov is quoted in the Wall Street Journal
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Stefan Prvanov is a Carlsbad Charitable Foundation Board Member
Contact Stefan Prvanov
Office Locations:
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420 Stevens Avenue
Suite 250
Solana Beach, CA 92075 -
Carlsbad, CA 92011
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Del Mar, CA 92014
