Meet our team
Working with a planner is a very personal relationship. You want to work with someone who puts you first.
Blueprint Financial is an independent, fee-based financial planning firm. 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 not associated with a brokerage firm and we do not sell investment products or receive brokerage commissions. We are required to maintain technical competence and fulfill ethical obligations through continuing education studies. We are also on the Executive Committee of the Financial Planning Association of New York and adhere to that standard of care for our 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
Victoria Fillet founded Blueprint Financial Planning to focus on financial planning for individuals and small businesses. 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.
Human Finance Project
rICK kONRAD, CFA, CFP®
Richard Konrad co-founded Blueprint Financial Planning and Value Architects Asset Management. Previously he was the Managing Director of Research for Ryan Beck & Co. He has extensive experience in investment management as a partner in Lincluden Management, a Canadian private asset manager with more than $7 billion under management, and Sceptre Investment Counsel in Toronto. A graduate of the University of Western Ontario, Rick received his CFA designation in 1988 and his CFP® designation in 2004. He holds an MSF from Northeastern University.