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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

Planning Specialties

  • Retirement Income Planning
  • Tax Planning
  • Charitable Giving
  • College Education Planning

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

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 caring, 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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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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