Victoria Fillet Konrad (CFP®)

Victoria Fillet Konrad focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Everyone needs a Plan!

Whether you are established and on your way or just startinig out in life, a financial plan will help you reach your goals. And that is our specialty at Blueprint, helping our clients reach their short term and long term goals. But how do you get there? We will help you get started on the road to financial success.Remember it is never too late or too early to start. We make it easy but respect the importance of planning.

Additional Information

Victoria Fillet joined The Roosevelt Investment Group, Inc. in 2018 following the acquisition of Blueprint Financial Planning.. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission.  Prior to joining Roosevelt, Victoria served as Managing Partner of Blueprint Financial Planning, Victoria earned a BS from Fordham University with a concentration in Economics and Finance, and holds the Certified Financial Planner® (CFP) designation. Victoria is the former Chairman and President of the Financial Planning Association of New York. She is an avid volunteer with FPANY working with students at Borough of Manhattan Community College, and a regular lecturer at the NY Public Library. She began her career on Wall Street in institutional finance, but much prefers working with individuals! She is passionate about helping everyone, especially those most ignored, to become financially literate!

NAPFA Start Date

April 07, 2017

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This Office

730 3rd Ave Fl 23 New York, NY 10017-3235 Phone: (201) 222-9930