Rick Brooks
Vorsitzender bei Girls Scouts San Diego
Profil
Mr. Frederick V.
Brooks is a Chairman at Girls Scouts San Diego and an Senior Financial Advisor & Director of Investment Management at Blankinship & Foster LLC.
He brings more than 20 years of experience in financial services to Blankinship & Foster.
He specializes in portfolio management, financial, tax, and estate planning issues for clients from all walks of life.
Before becoming a financial advisor, he served in the United States Navy for 6½ years, where he completed two deployments to the Persian Gulf and left the Navy as a Lieutenant.
From 2011 to 2018, he served on the Board of Directors of Girl Scouts San Diego, serving as Chair of the Board, leading the Investment Committee and serving on the Executive and Finance Committees.
He is also a past President of the CFA Society of San Diego and served on its Board of Directors in various capacities.
He received his undergraduate degree from Duke University and an MBA from San Diego State University.
He is a member of the CFA Institute, National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA), the Estate Planning Council of San Diego and San Diego Rotary (Club 33).
Aktive Positionen von Rick Brooks
Unternehmen | Position | Beginn |
---|---|---|
Blankinship & Foster LLC
Blankinship & Foster LLC Investment ManagersFinance Blankinship & Foster LLC is an independent registered investment advisor and wealth management firm headquartered in Solana Beach, California. It was founded by John Blankinship and Charles Foster in 1989. The firm provides customized investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. | Chief Investment Officer | 01.01.2007 |
Girls Scouts San Diego
Girls Scouts San Diego Other Consumer ServicesConsumer Services Girls Scouts San Diego is an organization that provides opportunities for girls to make new friends and have new experiences. Girls Scouts San Diego encourages girls to challenge themselves and participate in outdoor activities through their Girl Scouts Love the Outdoors Challenge. The organization is based in San Diego, CA, and the CEO is Jo Dee C. Jacob. The non-profit company offers volunteer opportunities for individuals who can give a day, a few weeks, or the whole year. The organization also hosts events such as the Volunteer Conference and summer camps for girls of all ages. | Vorsitzender | 05.01.2015 |
Ehemalige bekannte Positionen von Rick Brooks
Unternehmen | Position | Ende |
---|---|---|
United States Navy (District of Columbia) | Corporate Officer/Principal | - |
Ausbildung von Rick Brooks
Duke University | Undergraduate Degree |
San Diego State University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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United States Navy (District of Columbia) | Government |
Blankinship & Foster LLC
Blankinship & Foster LLC Investment ManagersFinance Blankinship & Foster LLC is an independent registered investment advisor and wealth management firm headquartered in Solana Beach, California. It was founded by John Blankinship and Charles Foster in 1989. The firm provides customized investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. | Finance |
Girls Scouts San Diego
Girls Scouts San Diego Other Consumer ServicesConsumer Services Girls Scouts San Diego is an organization that provides opportunities for girls to make new friends and have new experiences. Girls Scouts San Diego encourages girls to challenge themselves and participate in outdoor activities through their Girl Scouts Love the Outdoors Challenge. The organization is based in San Diego, CA, and the CEO is Jo Dee C. Jacob. The non-profit company offers volunteer opportunities for individuals who can give a day, a few weeks, or the whole year. The organization also hosts events such as the Volunteer Conference and summer camps for girls of all ages. | Consumer Services |