

Monica Ma
Chief Investment Officer
Blankinship & Foster LLC
United States, California, San Diego
About Me
Monica has helped clients with their financial affairs for over 17 years. She joined Blankinship & Foster in 2008 and is part of the firm’s leadership team. As a lead advisor, Monica helps physicians, retirees and families make informed financial decisions so they can dream bigger and sleep more soundly. She finds great satisfaction in seeing clients reach their own definitions of success. In her role as Chief Investment Officer, Monica is responsible for the firm’s investment management functions and leads the research and implementation of Blankinship & Foster’s investment philosophy. She chairs the firm’s Investment Committee, which meets regularly to evaluate current market condition
Profile Information
Chief Investment Officer
Blankinship & Foster LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego
California
United States
May 15, 2024
More profiles to browse
Teresa Kakadelas
Director, Financial Planning
Jon Beyrer
Senior Financial Advisor, Partner and VP Wealth Management
Stefan Prvanov
Partner, President and CEO
F(
Frederick (Rick) Brooks
Owner and Director, Investment Management
You Might Like
RD
Russ Degitz
Principal
Huntington University
PM
Prtima MISHRA1
Software Engineer
PA TEST
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank