Stefan Prvanov (CFP®)
Stefan Prvanov focuses in the
following client markets or areas of practice:
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
Planning Specialties
Stefan has been helping clients to enhance their personal financial affairs since 1994 through attention to, and integration of, their financial planning and investment management.
Stefan's career has involved helping high net worth individuals with portfolio management and wealth management issues. He has been an active member in the profession and has served as a board member of the West Region Board of NAPFA. He has been involved in the community as a volunteer with a number of organizations, including the YMCA, United Way, KPBS, and the Carlsbad Foundation.
He earned his Bachelor of Science 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.
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 and 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.bfadvisors.com for additional information and to learn more about us and our services.
NAPFA Start Date
April 12, 2004
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