San Diego, CA.—The BluePrint Insurance Services has announced that Jordan Wallens MBA, AIF® has joined the firm as a Business Development Partner. The BluePrint is a full-service insurance agency committed to be the premier insurance partner for RIAs and comprehensive financial advisors.
“Jordan is a huge asset to our team,” said Matt Meyer, Co-Founder of The BluePrint. “Jordan has a vast amount of experience as a wholesaler and advisor. He understands the importance of asking the right questions, delivering the right solution, and having a service mentality. We are confident he will be well received by the financial advisors and RIAs we serve."
Jordan graduated from Cornell University and the University of Michigan’s Ross School of Business. Jordan started his career in financial services in 1994. He spent most of his career as a successful wholesaler for investment and insurance companies. He worked at the Capital Group / American Funds Distributors (AFD) in Los Angeles, Goldman Sachs, and Lincoln Financial Distributors. Jordan was also a financial advisor at Morgan Stanley. You can read Jordan’s full bio here.
Jordan can be reached at 213.925.7114 or at JWallens@tblueprint.com.
About The BluePrint Insurance Services
The BluePrint’s mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows its partners to provide the highest level of insurance access and support. The BluePrint's goal is to increase revenue, build enterprise value and create a more comprehensive client experience. The BluePrint’s consultative approach is delivered by a team of experienced professionals that have had longstanding careers in the financial services industry. Their experience has been in management roles working closely with advisors, business owners, CPAs and attorneys. They have successfully established themselves as a forward-thinking and adaptive group. For more information: visit www.tblueprint.com or call 424.387.4143.
Freedom Partners supports The BluePrint Insurance Services with all operations, marketing, and growth initiatives.