Blankinship & Foster, LLC
Jon Beyrer, CFP®, EA®, VP, Wealth Managment, has been helping clients with their financial affairs since 2001. He joined Blankinship & Foster, LLC in 2003. In addition to managing client portfolios, he serves as the firm's Chief Compliance Officer.
Previously, he worked with an accounting and consulting firm in San Diego. While there, he provided comprehensive financial planning and investment portfolio management advice to high net worth individuals and business owners. Prior to that, Jon worked with a mortgage banking firm.
Jon is a member of the Financial Planning Association (FPA) and serves on the Board of Directors for FPA San Diego. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the La Jolla Estate Planning, Trust and Probate Section.
He earned his Master of Science Degree in Financial and Tax Planning in 2001 from San Diego State University and his Bachelor of Science Degree in Finance in 1995 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, and is enrolled to practice before the IRS.
Jon is married and has a daughter, Summerlyn Joy, who was born in January 2007. He enjoys hiking, camping, and playing with his two dogs.