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Jon Beyrer (CFP®, EA)

Jon Beyrer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

Jon is Vice President for Wealth Management at Blankinship & Foster.  In addition to managing client portfolios, Jon serves as the firm's Chief Compliance Officer.  He has been helping clients with their financial affairs since 2001. 

Jon provides comprehensive financial planning for clients.  He specializes in designing financial plans and investment portfolios, and helping clients integrate their financial planning and investments into their overall financial management.

 

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

June 19, 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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