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Teresa Kakadelas (CFP®)

Teresa Kakadelas focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Teresa Kakadelas, CFP® has been helping clients with their financial affairs since 1999. She joined Blankinship & Foster in 2005.  Ms. Kakadelas earned her Masters of Science in Business Administration in Financial and Tax Planning in 1998 from San Diego State University and her Bachelor of Science Degree in Fashion Merchandising from Brigham Young University in 1979. She is licensed to use the Certified Financial Planner and CFP marks by the Certified Financial Planner Board of Standards.

 

 

Additional Information

Blankinship & Foster, LLC is a Family Wealth Advisory firm. The 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. Blankinship & Foster was founded in 1989 as a general partnership and was reorganized as a California Limited Liability Company (LLC) in 2007. Its predecessor firm began serving clients in 1974 as Blankinship & Associates.

Our advisors have a team approach to bring the best ideas and solutions to your particular needs and objectives.  Please visit our web site at www.bfadvisers.com for additional information and to learn more about us and our services.  

NAPFA Start Date

September 21, 2007

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

420 Stevens Ave Ste 250 Solana Beach, CA 92075-2079 Phone: (858) 755-5166 Fax: (858) 755-5358
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