About Us

Blueprint Financial is an independent fee based financial planning firm. We are not associated with a brokerage firm, and do not sell investment products or receive brokerage commissions. 

The principals are Certified Financial Planners™. The CFP® mark helps consumers identify financial planners who are committed to competent and ethical behavior when providing financial planning services. We are required to maintain technical competence and fulfill ethical obligations through continuing education studies. We put our client needs first!


We are also on the Executive Committee of the Financial Planning Association of New York and adhere to that standard of care for clients. The FPA believes that all financial planning services should be delivered in accordance with the following statements:

  • put the client's best interests first
  • act with due care and in utmost good faith
  • do not mislead clients
  • provide full and fair disclosure of all material facts
  • disclose and fairly manage all material conflicts of interest

Working with a planner is a very personal relationship. You want a planner who will put your needs first and that is our goal atBlueprint Financial.


  


Victoria L Fillet, CFP®

Ms. Fillet founded Blueprint Financial Planning to concentrate on financial planning working with individuals and small businesses. She co-founded Value Architects Asset Management, the investment management division. She began her career with The First Boston Corporation, later joining Furman Selz, as Managing Director for Syndication. She is a graduate of Fordham University with a BA in economics and business. She received her Certificate in Financial Planning from New York University, and her CFP® designation in 2006. She is currently Chairman of the Financial Planning Association of New York.


 


Richard H Konrad, CFA, CFP®

Mr. Konrad, a co-founder of Blueprint Financial Planning also founded Value Architects Asset Management. Prior to this, Rick was the Managing Director of Research for Ryan Beck & Co. He has extensive experience in investment management, having been a partner in Lincluden Management, a Canadian private asset manager with over $7 billion under management from, as well as Sceptre Investment Counsel in Toronto. A graduate of the University of Western Ontario, Rick received his C FA designation in 1988 and his CFP® designation in 2004. He holds a MSF from Northeastern University.

  Dede Tamaro

Ms Tamaro is an associate planner at Blueprint Financial Planning.  She is
currently pursuing her CFP® designation at NYU's School of Professional
Studies and expects to sit for the exam in 2016. She previously worked for
the technology arm at ICBC Standard Bank. She is a graduate of Emerson
College where she received a BA in marketing and public relations. She is
fluent in Spanish.



Blueprint Financial Planning, LLC
50 Harrison Street, Suite 312, Hoboken, NJ 07030
Phone: 201 222-9930 - Fax: 866.783.1697 - Email: info@blueprintfp.com
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