Jon Beyrer (CFP®)
Jon Beyrer focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
- Retirement Income Planning
- Tax Planning
- Charitable Giving
Jon has been helping individuals and families make sense of their financial lives since 2001. With decades of experience, he guides clients through the complexities of retirement—structuring income, minimizing taxes, and incorporating charitable giving strategies to support their goals.
Jon is active in the community, serving on the board of Rady Children’s Hospital Foundation. He co-founded the Professional Alliance for Children in 2011 and served as its board chair from 2012 to 2019. He is also a past president of the Financial Planning Association of San Diego.
A graduate of San Diego State University with a Bachelor of Science in Finance, Jon 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
June 19, 2007
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.