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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
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Profile Information

Chief Investment Officer

Blankinship & Foster LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Diego

California

United States

May 15, 2024

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