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.
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.