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Victoria Fillet Konrad

CFP®
Personal Finance, Retirement, Investing
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“As Co-Founder of both Value Architects Asset Management and Blueprint Financial Planning LLC, Victoria Fillet draws upon her extensive experience in the financial industry to provide her clients with the education and guidance they need to reach financial security and financial confidence.”
Firm:

Blueprint Financial Planning LLC

Job Title:

Principal

Biography:

Vicki Fillet began her investment career with The First Boston Corporation and later joined Furman Selz becoming a Managing Director. After her Wall Street experience, she became a consultant for Republic Bank where she worked on the development and feasibility of several investment products for the individual. While living in Canada she led the volunteer fundraising activities for the community hospital. Returning to New Jersey, she consulted with Ryan Beck & Co. on product development, before co-founding Value Architects.

As Value Architects Asset Management took off, she and her business partner, Rick Konrad, established Blueprint Financial Planning to focus on the financial planning needs of clients. Vicki is committed to helping her clients manage their money more effectively by teaching them the necessary information to take control of their finances. As she likes to say, "the more you know, the more you will be able to manage your money effectively and make it work for you."

Vicki 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. She is also a member of the Financial Women’s Association where she is on the Advisory Council for its Financial Backpack program, providing financial literacy education to high school students.

Education:

BA, Economics and Business, Fordham University

Fee Structure:

Asset-Based

CRD Number:

439237

Disclaimer:

DISCLAIMER: Prepared by staff of Blueprint Financial Planning LLC (“BLUEPRINT”) and is for information purposes only. It is not intended to form the basis of any investment decision, should not be considered a recommendation by  BLUEPRINT  or any other person and does not constitute an offer or solicitation with respect to the purchase or sale of any investment nor is it a confirmation of terms. Any calculations and valuations presented herein are intended as a basis for discussion. Sources of information are believed to be reliable but BLUEPRINT makes no representation and gives no warranty that the information contained herein is accurate or complete. Any opinions or estimates given may change. BLUEPRINT undertakes no obligation to provide recipients with any additional information or any update to or correction of the information contained herein. This material is intended solely for information purposes only.  BLUEPRINT, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs or claims howsoever arising from any inaccuracies or omissions in the information contained herein or any reliance on that information. No liability is accepted by BLUEPRINT for any loss that may arise from any use of the information contained herein or derived here from. This product may not be reproduced or redistributed. 

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    Banking, Financial Planning, Retirement, ETFs, IRAs
Where should I put my savings to accrue the most interest?
88% of people found this answer helpful

Congratulations on paying off your student loans! That is a big deal.

If you are willing to lock your money up for 3 years both Synchony Bank and Capital One will give you a yield of about 2.60% US Treasury 3 year securities currently yield 2.88%. American Express BANK will give you 1.75-1.80 will no time constrants.

Looks like American express or some other hight interest rate savings account is the best place for the $6,000.

Buying an ETF involves risk and not appropriate for monies you want to be safe.

 

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