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About The BluePrint

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 our partners to provide the highest level of insurance access and support. Their goal is to increase revenue, help increase enterprise value and create a better 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.

The BluePrint believes this experience, along with their values, creates a competitive advantage in the marketplace. Working with the largest insurance companies in the world, along with the entrepreneurial spirit, provides an unparalleled approach to the new age of insurance distribution. The BluePrint incorporates technology, hands-on training, and customer service to deliver what they believe advisors want and need.

Meet Our Team

Matt Meyer
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 RIAs, CPAs and estate planning attorney's.

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 lives with his wife in Palos Verdes, CA and studied at the University of Kansas.
Matt Meyer
Managing Partner
Michael Robinson is a 24 year veteran of the insurance and financial services industry. Michael comes from the securities side of the business where he was a Global Fixed Income trader and a Variable Annuity Wholesaler. He has worked with major Broker Dealers and Registered Investments Advisors across the country. Showing them how to implement Insurance as an “Asset Class” . With a substantial and expansive knowledge of using insurance in Retirement Income Planning to lower the risks associated with investing.

Michael works with advisors and clients on client solutions that are ‘Product Agnostic and Client Driven”. Michael serves on the Board of Directors with The Center for Community Solutions in San Diego, CA.
Michael Robinson
Managing Partner