Victoria L. Fillet-Konrad,  CFP<sup>&reg;</sup> - Financial Advisor

Victoria L. Fillet-Konrad, CFP®

Financial Planning Advisor

Roosevelt Wealth Management

730 3rd Ave, Fl 23
New York, NY 10017-3235
(646) 452-6731 CONNECT WITH Victoria
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General

Victoria Fillet-Konrad is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Roosevelt Wealth Management in New York, NY and the surrounding communities.

Financial Advisor Overview

In the financial planning profession, many advisors focus on investment management alone. The focus is often so strongly on managing investments that all the other components of financial planning, which people want and need are, sometimes given little attention.

I'd like to discuss a process-oriented strategy which focuses on careful management of one's entire financial life. It's a service many people want but don't get from their financial advisor.

We have seen it first hand: once people get a handle on their full financial picture, anxiety levels decrease and decision making becomes much easier for them.

At Blueprint we integrate all of your financial resources into one consolidated picture and identify areas of strength and weakness.

This is not about helping you select a hot stock, time the market or Speculate. It's about providing a simple framework to help you organize and understand your finances pre-requisites for making better financial decisions that lead to a positive impact on your life.


Victoria Fillet, CFP®
vfillet@blueprintfp.com

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Cross-border Planning, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources