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, 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
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Stefan Prvanov is a NAPFA-Registered Financial AdvisorThe 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.
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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