Robert Freeman, Jr., CFP®, ChFC®
rfreeman@morsecapitalpartners.com
804-888-7770, ext. 1007
Partner, Portfolio Manager
Blueprint Financial Advisors (“Blueprint”) 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 CFP® designation identifies individuals who have completed the mandatory examination, education, experience, and ethics requirements mandated by the CFP Board. Candidates must have at least three years of qualifying work experience that relates to financial planning. Candidates are required to hold a bachelor’s degree from an accredited university or CFP Board equivalent. CFP® candidates must pass an examination that covers over 100 financial planning topics, which broadly includes: general principles of financial planning, insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. Finally, candidates have ongoing ethics requirements and oversight by the CFP Board.
The ChFC® designation identifies individuals who have completed the mandatory examination, education, experience, and ethics requirements mandated by The American College of Financial Services. Candidates must have at least three years of full-time business experience within the five years preceding the awarding of the designation of a high school diploma or equivalent. ChFC® candidates must complete eight online self-study courses and pass a closed book, proctored final course exam. Finally, candidates have ongoing continuing education requirements which require 30 hours of continuing education every two years, Including one hour of ethics.