Angie Habiger is a Financial Paraplanner Qualified Professional™ (FPQP®) and a Client Service Associate at Bluprint Financial. She plays an integral role in fulfilling clients’ needs by scheduling meetings, processing service requests, and preparing paperwork.
She joined Bluprint Financial in 2022 after working in the travel industry for over 15 years. Angie held various operations and management roles and was an integral team member who helped grow the company from a two-person home office to a nationally recognized brand.
Angie implements the same work ethic and commitment to excellence at Bluprint Financial. She is incredibly proud to work in a Sustainable, Responsible, and Impact (SRI) investing firm that allows clients to represent their values with their portfolios. She enhances the client’s experience with her cheerful, “can-do” attitude.
Angie loves spending time with her husband, two sons, and extended family by exploring parks with her children, enjoying time in the backyard, and dining on the porch. Her other favorite pastimes include cooking favorite recipes, reading, and walking in the outdoors.
More about Financial Paraplanner Qualified Professional™.
FPQP® Professionals have successfully completed educational curriculum and case studies while maintaining the high ethics of the Standards of Professional Conduct. A Financial Paraplanner Qualified Professional™ also completes ongoing renewal requirements.
The Financial Paraplanner Qualified Professional™ designation training includes:
- Education - Complete a course studying the areas of financial planning, including investment planning, tax planning, insurance planning and risk management, retirement planning, and estate planning.
- Examination - Pass the comprehensive FPQP® Certification Examination.
- Ethics - Agree to comply with Standards of Professional Conduct.