Blankinship & Foster, LLC

Meaghan Hemmings is a CFP® professional with over 16 years of industry experience, currently serving at Blankinship & Foster, LLC. She previously worked at Ward & Associates from 2008 to 2024 before joining her current firm. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, small businesses, and charitable organizations. The firm emphasizes asset allocation guided by macroeconomic analysis and client-specific Investment Policy Statements, implementing portfolios through a disciplined process that includes a range of investment vehicles.

Mengxi Ma is a CFP® and CFA® with 16 years of industry experience, currently serving at Blankinship & Foster, LLC since 2010. Ma is a member of the investment and finance committee for the International Community Foundation, a nonprofit focused on international charitable giving. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, small businesses, and charitable organizations. The firm emphasizes asset allocation based on macroeconomic analysis and client-specific investment policies, managing portfolios across diverse asset classes on a discretionary basis.

Jon Beyrer is a CFP® professional with 21 years of experience in the financial advisory industry. He has been with Blankinship & Foster, LLC since 2003. The firm provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. Blankinship & Foster emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, managing over $860 million in discretionary client assets as of the end of 2024.

Laura Mertz is a CFP® professional with eight years of industry experience. She has worked at Aspiriant Wealth Management from 2015 to 2025 before joining Blankinship & Foster, LLC in 2025. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, small businesses, charitable organizations, and pension plans. The firm’s investment approach emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, with portfolios typically managed on a discretionary basis.

Teresa Kakadelas is a CFP® professional with 19 years of industry experience, currently serving at Blankinship & Foster, LLC since 2006. She is based in Solana Beach, CA, and is part of an eight-advisor team at the firm. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach emphasizes asset allocation informed by macroeconomic analysis and client-specific Investment Policy Statements, with a focus on discretionary portfolio management and client education.

Stefan Prvanov is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with Blankinship & Foster, LLC since 2002. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm integrates financial planning and investment management, focusing on asset allocation guided by macroeconomic analysis and client-specific Investment Policy Statements.

Frederick Brooks is a CFP®, CFA®, and Series 66-licensed advisor with 21 years of industry experience. He has been with Blankinship & Foster, LLC since 2004. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm emphasizes asset allocation informed by macroeconomic analysis and client-specific Investment Policy Statements, implementing portfolios on a discretionary basis using a variety of investment vehicles.

Maria Wells is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Blankinship & Foster, LLC. She has been with Blankinship & Foster since 2014. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, typically implementing portfolios on a discretionary basis.

Brett Lathrup is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He is currently with Blankinship & Foster, LLC and has previously worked at Creative Money LLC and White Raven Financial Services, Inc. He also has experience at Washington State Employees Credit Union and LPL Financial. Outside of financial advising, he worked at Dixon Golf for five years. Blankinship & Foster, LLC provides customized wealth management services to individuals, families, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm emphasizes asset allocation based on macroeconomic analysis and client-specific Investment Policy Statements, offering portfolios managed on a discretionary basis across various investment vehicles.