Florida-Based Financial Planner Joins Blueprint Financial Advisors

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations, has strategically expanded its offices in Florida. The growth is the result of David Rogers, CFP, joining the Blueprint Financial Advisors network of wealth advisors.

“This year has been one of significant growth for Blueprint Financial Advisors, yet we have been able to retain our boutique-feel by being intentional about our partnerships,” says Blueprint Financial Advisors President Andrea Johnson Swope. “David’s sophisticated approach to wealth management, philosophy for practice management, and expertise in the area of financial planning is a good match with our vision for an all-star network of wealth advisors. Our team is excited to see David’s practice grow over the coming months, as our platform empowers him to focus ON his business rather than IN his business.”

Advisors who join Blueprint Financial Advisors gain access to comprehensive wealth management solutions in the areas of practice management, technology, in-house back-office capabilities, and customized asset management. This allows entrepreneurial advisors to focus their time on serving clients and nurturing prospects.

 “Partnering with Blueprint Financial Advisors allows me to get out of the weeds of day-to-day operations and turn those important practice management functions over to a team that has the appropriate skills and expertise,” says Rogers. “The relationship also allows me to tap into the trend-following prowess of Blueprint Investment Partners, an affiliated institutional investment manager. This is a unique investment overlay that I think benefits my clients.”

Rogers’ interest in financial services began early in life, and he earned a bachelor’s degree in finance from Florida State University. He has served individuals and families with various financial needs throughout his career and has worked at several large institutions, including Truist, Regions Bank, J.P. Morgan Asset Management, and Bernstein Private Wealth Management. David decided to become an independent financial advisor in 2024 to further his client-first philosophy and form robust partnerships with his clients.

Having lived in major financial hubs across the globe – including Los Angeles, New York, London, Switzerland, and Italy – David brings a unique international perspective to his practice. This global experience enhances his ability to provide well-rounded, insightful advice tailored to the needs of clients from diverse backgrounds.