Mengxi Monica Ma

Employer firm

Blankinship & Foster, LLC CRD 104795

$940M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Blankinship & Foster, Llc
  Solana Beach, CA
• 01/2018 → Present
  Blankinship & Foster Llc
  Solana Beach, CA

Other Businesses

NAME: INTERNATIONAL COMMUNITY FOUNDATION, 2505 N. AVE., NATIONAL CITY, CA 91950. BUSINESS NATURE: NON-PROFIT- INSPIRE INTERNATIONAL CHARITABLE GIVING BY US DONORS, WITH AN EMPHASIS ON MEXICO AND LATIN AMERICA. POSITION: COMMITTEE MEMBER ON THE INVESTMENT AND FINANCE COMMITTEE OF THE FOUNDATION. DUTIES: REVIEW INVESTMENT RELATED ISSUES AND PROVIDE ADVICE; VOTE ON KEY INVESTMENT AND FINANCE DECISIONS. START DATE: 2009. HOURS DEVOTED TO OTHER BUSINESS: 3 HOURS/QUARTER. HOURS DEVOTED DURING TRADING HOURS: 0 HOURS. NATURE AND AMOUNT OF COMPENSATION: NONE.

Designations

• Certified Financial Planner
• Chartered Financial Analyst