You may hear other financial planning and wealth management firms pledge to be your partner.
Our goal is for you to not only HEAR those words, but to FEEL it in every interaction you have with each member of our team.
To discuss how we can help you navigate through each stage of life
Blueprint Financial Advisors d/b/a Navigen Wealth Management is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security or of any particular strategy or investment product. Blueprint does not represent that any opinion or projection will be realized. Neither Blueprint nor any of its advisers, officers, directors, or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.
The CAIA® designation is awarded by the Chartered Alternative Investment Analyst Association. While not mandatory, candidates are strongly encouraged to have foundational knowledge of the financial service industry and have completed a college corporate finance course and an introduction to statistics course. Qualification requires: self-study curriculum materials and two in-person, proctored exams.
The CTFA is a professional designation awarded by the American Bankers Association. It signifies advanced expertise in trust administration, estate planning, fiduciary responsibilities, tax law, and investment management. Qualification requires three years minimum experience in wealth management and completion of an approved wealth management training program, all within the last seven years; five years minimum experience in wealth management within the last seven years and a bachelor's degree or 10 or more years of experience in wealth management, with at least five of the 10 years occurring within the last seven years; and candidates must pass a comprehensive proctored exam and complete 45 credits of continuing education every three years.
