Stefan Prvanov
BLANKINSHIP & FOSTER | Senior Financial Advisor, President | CEO
Solana Beach, CA 92075
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CRD#: 3000743
Professional summary
Stefan Prvanov, CFP® is a registered financial advisor currently at BLANKINSHIP & FOSTER, LLC located in Solana Beach, California.
Stefan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Stefan has worked at 1 firm and has passed the Series 65 exam.
Biography
Stefan is a lead advisor and is the President and CEO of Blankinship & Foster. He has been helping clients with their personal financial matters for over 20 years.
Stefan is a believer in giving back to the community through active participation. He has served on volunteer committees for several local organizations, including the YMCA, KPBS, and the United Way. He currently serves as the Treasurer of the Carlsbad Charitable Foundation and has been a member of the Foundation’s Grant Committee.
Stefan is an active member of the Family Wealth Advisors Council, a national network of nine independent wealth management firms that collectively manage over $12 billion in assets. It’s a group of thought leaders that share ideas, strategies and lessons learned.
Stefan and his family live in Carlsbad. He enjoys biking, hiking, coaching, and spending time with his wife, three kids and the family dog.
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Retirement planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
Asset Allocation
Estate Planning
Investment Management
Retirement
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Stefan Prvanov's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
March 18, 2004 - Present
BLANKINSHIP & FOSTER, LLC
Office #1: 420 Stevens Avenue Suite 250, Solana Beach, CA 92075RIA
CRD#: 104795
Solana Beach, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BLANKINSHIP & FOSTER, LLC
BLANKINSHIP & FOSTER | BLANKINSHIP & FOSTER, LLC
CRD#: 104795 / SEC#: 801-35218
RIA
Registered Investment Advisory firm - (7/1/1989 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/18/2004)
IAR
Oregon(11/30/2018)
Current Firm
BLANKINSHIP & FOSTER, LLC
BLANKINSHIP & FOSTER | BLANKINSHIP & FOSTER, LLC
CRD#: 104795 / SEC#: 801-35218
RIA
Registered Investment Advisory firm - (7/1/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
420 Stevens Avenue Suite 250, Solana Beach, CA 92075
Mailing Address
Phone number
(858) 755-5166
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,013 |
| AUM (Assets Under Management) | $ 862,154,763 |
Red Flags
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Company Information
BLANKINSHIP & FOSTER, LLC
Senior Financial Advisor, President | CEOCRD#: 104795Solana Beach, CA 92075TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
