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Matt Meyer
Strategic Partner- The BluePrint Insurance Services
Matt Meyer
Matt Meyer
Matt Meyer
Matt Meyer
Matt Meyer

What are 3 words people use to describe you?
Genuine, Honest, Inquisitive 

What are you most grateful for?

The opportunities I have had in my life.

What gets you excited about life?

That there is a lot in the world left for me to explore. 

What is the best advice you have ever been given?

To live and make the most of the present. 

How do you define success?

That the people are happy to be in my life.

What is your proudest achievement?

My marriage and family.

What life lesson did you learn the hard way?

That you should only surround yourself with people that have your best interest in mind.

What was the best book you’ve read and why?

Atlas Shrugged – because it explores the dilemma of having to choose between morality and happiness.

Matt Meyer is a twenty year veteran of the insurance and financial services business. Matt has had the opportunity to gain extensive experience consulting large organizations on their employee benefit programs, assist high net worth families in the estate planning process, and provide overall guidance to advisors, CPAs, and estate planning attorneys. Matt works with advisors and clients to structure and model transactions, general financial strategies, as well as to examine the short and long term products utilized for risk mitigation.

Matt currently serves as Founder and Managing Partner of The BluePrint Insurance Services, a partner of a leading life insurance and annuity marketing company in the country, AimcoR Group.  The BluePrint provides cutting-edge pooled resources to allow access to premium markets, insurance carriers, affiliations, customized strategies, and planning concepts. Matt lives with his wife in Palos Verdes Estates, California, and studied at the University of Kansas.

April 10, 2022
Cypress Wealth Services Continues Growth by Adding Experienced Financial Advisor Leigh Smith, CLU, ChFC
September 10, 2021
Lockton Affinity Acquires Freedom Partners
May 11, 2021
Guardian Financial Partners Adds Experienced Financial Advisor Daniel Cucuiat
February 09, 2021
Lockton Affinity Acquires The BluePrint Insurance Services
January 08, 2020
The BluePrint Insurance Services Continues Growth by Adding Experienced Wholesaler Jordan Wallens MBA, AIF®
May 23, 2019
Helping Financial Advisors
January 18, 2019
Cypress Wealth Services Continues Growth by Adding Experienced Advisor Greg Frech, CRPC® to the Firm
January 18, 2019
Cypress Wealth Services Continues Growth by Opening Tustin Office and Brad Arave, CFP®
March 14, 2018
Considering Independence? A Must Read Q/A with Matt Meyer
September 18, 2017
Who is Freedom Partners?