Jon P. Beyrer, CFP®, EA®
is a certified financial planner practitioner and is a partner of Blankinship & Foster LLC, a nationally recognized wealth advisory firm in Solana Beach, California.
Jon has been providing personal financial advice and guidance to families and individuals since 2001. As a lead advisor for a number of families, he focuses on helping families achieve their goals by integrating sound wealth planning with investment and tax planning.
Jon has a passion for helping people successfully manage their finances, both in his practice at Blankinship & Foster and in pro bono work for people in the San Diego community. “Families really benefit from financial planning, regardless of their background and their income level,“ says Jon. “It gives them more control over their lives, and peace of mind when they know they are making smart financial decisions.”
Active in the local community, Jon serves as chairman of the board of the Professional Alliance For Children, a public charity he co-founded in 2011. Jon also serves on the Executive Committee of Rady Childrens Hospital Foundation, the Gift Planning Advisory Board of Scripps Healthcare Foundation, and is a past president of the Financial Planning Association of San Diego. He has been listed by San Diego Magazine as a 5-Star Wealth Manager for eight years in a row, and has been quoted in such publications as The Wall Street Journal, The New York Times, and the Journal of Financial Planning.
Jon earned his Master of Science Degree in Financial and Tax Planning in 2001 from San Diego State University and his Bachelor of Science Degree in Finance in 1995 from San Diego State University. He is licensed to use the Certified Financial Planner® and CFP® marks by the Certified Financial Planner Board of Standards, and is enrolled to practice before the IRS.
It shall be the President’s obligation to fulfill a one-year term undertaking the following:
Essential Duties & Responsibilities:
- Appoint the offices of Vice President, Treasurer and Secretary. Appoint other directors and committee chairs, as needed.
- Lead all Southern California Compliance Group (SCCG) Officer Meetings; ensure they occur on at least a quarterly basis; and make sure the established agenda is followed in a timely fashion.
- The creation of agendas for SCCG Officer Meetings.
- Lead all SCCG Member Meetings, ensuring that they are held on a quarterly basis and that the established agenda is followed in a timely fashion.
- The creation of agendas for SCCG Member Meetings.
- Provide ideas for periodic guest speakers on topics of interest from Members.
- Review and approve procedures and policies that affect the structure and purpose of SCCG.
- Communicate administrative matters to Members at quarterly Member Meetings.
- Prepare and present a business plan each year to SCCG Officers and Members.
- Review Treasurer’s Report on at least a quarterly basis.
- Encourage input from all Members as to the development of SCCG.
- Ensure that the purpose and integrity of SCCG is maintained at all times to avoid any member or public concern.
- Represent SCCG at conferences held by industry associations.
- Initiate and coordinate annual election process for SCCG President.
Must be a member in good standing of SCCG and be voted in by current Members at annual election. Individual may serve consecutive years if re-elected. Individual must be willing to perform above duties as well as assist appointed Officers, when needed, with their designated duties and responsibilities.
Skills & Abilities:
Ability to research and assess new industry rules and regulations
Should have a minimum of three to five years of compliance experience
Ability to work effectively in a dynamic environment
Strong written and verbal communications skills
Team player and self-motivated