Blankinship & Foster, LLC

Rick Brooks, CFA®, CFP® is VP, Investment Management.  He has been helping clients with their financial affairs since 1996, following 6½ years as an officer in the U.S. Navy.

In addition to managing client portfolios, Rick oversees the firm’s investment analytics and serves as Chairman of the Investment Committee.  He is also the firm’s Chief Compliance Officer.

Rick has worked for several San Diego investment advisory firms, providing portfolio management, financial planning and related services.  He has also provided consulting on the design, implementation and management of qualified retirement plans, including 401(k), profit sharing and pension plans.

Rick is a past President of the CFA Society of San Diego and has served on its Board of Directors in various capacities over the past six years.  He is a member of the Financial Planning Association, the CFA Institute, and the Estate Planning Council of San Diego.

Rick is a contributing columnist for The Presidio Sentinel, a community newspaper serving the Mission Hills, Loma Portal and Point Loma neighborhoods of San Diego.

Rick earned his MBA in Finance in 1997 from San Diego State University and his BA in Political Science in 1989 from Duke University.