Unknown Company

Director of Financial Planning & Client Advisory

solana beach, ca • Posted 3 weeks ago
Onsite Full Time Audit

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA. The Director of Financial Planning leads the firm's financial planning function and maintains senior-level client advisory responsibilities, working with advisors, operations, investment management, compliance, and leadership to set planning standards and improve processes.

The role emphasizes mentorship, technical excellence across retirement, tax, estate, and other planning areas, and

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Director of Financial Planning & Client Advisory in solana beach at Unknown Company

This position is listed as full time and onsite.

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