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
- Retirement Planning & Distribution Rules
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
- Retirement Income Planning
- Tax Planning
- Charitable Giving
Stefan has been helping clients improve their financial well-being since 1994 by integrating financial planning with investment management. Throughout his career, he has worked extensively with high-net-worth individuals on portfolio and wealth management strategies.
In addition to his work with clients, Stefan has been an active voice in the profession, serving on the West Region Board of NAPFA. Stefan has actively supported his community through volunteer service with respected organizations such as the YMCA, United Way, KPBS, and the Carlsbad Foundation.
A graduate of San Diego State University with a Bachelor of Science in Finance, Stefan holds the CERTIFIED FINANCIAL PLANNER® designation and is authorized to use the CFP® marks, granted by the Certified Financial Planner Board of Standards.
Additional Information
As retirement approaches, you're asking: what’s next? Our caring, experienced team will help you retire comfortably and with purpose—focused on your family, your legacy, and the causes that matter most to you.
- We simplify the complexities of retirement with expert financial planning and investment management.
- You will work with a team of two credentialed advisors—trusted partners throughout your retirement journey.
- Blankinship & Foster has over 50 years of experience serving clients in Southern California and throughout the United States.
- As fiduciaries we have a legal obligation to provide unbiased financial advice. Blankinship & Foster is a fee-only firm, so we’re never paid a commission of any kind.
- Our minimum portfolio size for new clients is $1 million.
- Contact us for an initial call to see if we may be a good fit.
NAPFA Start Date
April 12, 2004
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