Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Deron R. Allred, CFP®
Senior Financial Advisor
deron@blueprintfinancialllc.com
Deron R. Allred, CFP®, is the President of Blueprint Financial and Insurance Services, LLC.
Deron has been in the securities and insurance business since 1987 when he received his bachelor's degree in Business Administration from CSU Sacramento. He earned the CERTIFIED FINANCIAL PLANNER™ designation after completing the professional education program through the Certified Financial Planner Board of Standards, Inc.
Deron's love for financial planning comes from preparing his clients for financial success by equipping them with the tools and confidence needed to take action on their financial plans. The personal relationships that Deron develops with his clients are the foundation of a blueprint for the financial future of each unique client.
Deron and his wife, Dana, have resided in Placer County for nearly forty years, where they raised their three children.
CA Insurance License #O743020
Keith R. Allred
Financial Advisor
keith@blueprintfinancialllc.com
Keith R. Allred is a Financial Advisor at Blueprint Financial and Insurance Services, LLC. Since he joined the team in 2020, Keith has obtained his series 7 and series 66 registrations.
Keith earned a Bachelor of Science in Industrial Technology from California Polytechnic State University, San Luis Obispo in 2016. He served 4 years in the US Army as an Officer, where he gained experience in teamwork, leadership, dedication, and critical problem-solving.
Although the US Army sent him away for several years, Placer County has always been home and the place where he grew up. Keith has moved back to the area with his wife, Annie, and their two sons, and has brought with him all of the invaluable experience he gained while he was away.
Juli Anderson
Financial Administrative Assistant
juli@blueprintfinancialllc.com
Juli Anderson is the Financial Administrative Assistant to the advisors at Blueprint Financial and Insurance Services, LLC.
Juli has been providing organized and friendly assistance to the company since early 2020. She is dedicated to supporting daily operations and is committed to client-focused service. With a diverse background of experience, such as project management and technical support, Juli brings vital skills to the team.
Born and raised in California, Juli has lived in the Sacramento area for 23 years. In her spare time she enjoys hiking, cooking, traveling and spending time with her family.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.