We know you don't know us yet, so taking a moment to introduce ourselves:

BluePrint Investments and Tax Planning is a Registered Investment Adviser (RIA) based in the Sacramento/Lodi region, serving California tax professionals and their clients since 2018.

Our Team:

C. Ryan Burnell, MBA, CFA
Planning Consultant

C. Ryan brings over 15 years of investment management experience and holds the Chartered Financial Analyst (CFA) designation. He oversees all investment strategies and portfolio management for BluePrint clients.

Amber Otting, RPC
Financial Coach and Planner
LinkedIn: http://linkedin.com/in/amberotting

Amber is a Ramsey Preferred Coach specializing in financial coaching and budgeting services. She helps clients create realistic financial plans aligned with their tax strategies.

Our Approach:

We've grown primarily through referrals from satisfied tax professionals and clients—which is why you may not have heard of us yet. We're now expanding our partnership program to serve more California tax professionals.

Our Specialty:

Client Solicitor Arrangements for tax professionals. We help CPAs, EAs, and tax attorneys refer clients for comprehensive investment management and financial planning without obtaining licenses, joining broker/dealers, or paying setup costs.

WHY PARTNER WITH BLUEPRINT?

Track Record:

Serving California tax professionals since 2018

SEC-registered Registered Investment Adviser

Based locally in Sacramento/Lodi region

Grown through client and professional referrals

Your Benefits:

Maintain complete control of client relationships

Earn ongoing referral revenue

No licensing required (Options 1 & 2)

Zero setup costs or technology fees

Access to professional planning tools

Client Benefits:

Comprehensive investment management

Financial coaching and budgeting support

Tax-aware investment strategies

Coordinated with their tax professional (you!)

Are you a California tax professional (CPA, Enrolled Agent, or Tax Attorney) who regularly provides tax and financial guidance to clients—but wishes you could offer more comprehensive wealth management solutions?

Have you watched clients receive poor investment advice from other advisers, wishing you could refer them to better solutions while maintaining the trusted relationship you've built?

There's a better way.

Partner with BluePrint Investments and Tax Planning as an Investment Adviser Solicitor

When you partner with our Registered Investment Adviser (RIA) firm, you can refer your clients for comprehensive investment management and financial planning services—without obtaining additional licenses, joining a broker/dealer, or paying setup costs.

You maintain complete control of your client relationships and guide all decision-making. No more losing clients to outside advisers. No more loss of control. And now, you earn referral income while your clients receive comprehensive financial planning through BluePrint Investments and Tax Planning.

Join us for a complimentary educational webinar designed specifically for California tax professionals:

Tax Professional Partnership Program Webinar

Friday, May 1, 2026 | 12:00 PM Pacific Time

What You'll Learn in This Webinar:

1. What is a Registered Investment Adviser (RIA) and Investment Adviser Representative (IAR)?

Understand the regulatory framework and how the Client Solicitor Arrangement enables tax professionals to refer clients for investment services without Series licenses.

2. How to refer clients for investment advisory services without needing additional licenses

Learn the exact partnership model that allows you to connect your clients with comprehensive financial planning and investment management under our RIA umbrella—the California Client Solicitor Arrangement.

3. Do you need to join a broker/dealer?

Discover why the RIA model eliminates broker/dealer requirements and the advantages this provides for tax professionals.

4. Three partnership options and compensation structures

Understand the three ways California tax professionals can partner with BluePrint, including referral-only options that require no licensing.

5. Investment processes, financial planning resources, and technology platform—at no expense to you

See the professional tools, sophisticated planning software, and dedicated asset management team available through our partnership to serve your referred clients.

Who Should Attend This Webinar?

This educational session is specifically designed for:

California-licensed CPAs (Certified Public Accountants)

California Enrolled Agents (EAs)

California Tax Attorneys

California tax professionals serving clients with investable assets

Why Partner with BluePrint Investments and Tax Planning?

Maintain Client Relationships
You stay in complete control—your clients remain your clients

Generate Referral Revenue
Earn compensation for connecting clients to comprehensive financial planning services

No Licensing Required (Options 1 & 2)
No Series 65, Series 7, or broker/dealer affiliation needed when you partner as a solicitor

Note: Option 3 (acting as an Investment Adviser Representative) requires Series 65 examination or qualifying professional designation (CFA, CFP, PFS, ChFC, CPA/PFS) and includes additional regulatory obligations

Zero Setup Costs
Access professional investment management and planning tools at no expense to you

Comprehensive Support
Dedicated Investment Adviser Representatives and advanced planning specialists to serve your referred clients

Integrated Service Delivery
Seamlessly combine your tax planning expertise with investment and financial planning for holistic client solutions

Webinar Details

Date: Friday, May 1, 2026

Time: 12:00 PM - 1:00 PM Pacific Time

Format: Live online webinar via Zoom

Q&A: Live question and answer session included

Cost: Complimentary (Free)

Continuing Education: Not applicable (informational webinar only)

How to Register

Space is limited to ensure an interactive, high-quality experience. Register above to secure your spot.

After registration, we'll email you the login details for the live webinar. We'll also send reminder emails 24 hours and 1 hour before the event.

Can't attend live? Register anyway and we will invite you to the next webinar.

Questions Before the Webinar?

Contact BluePrint Investments and Tax Planning:

Website: www.blueprintinvestmentsandtax.com

Email: amber@investmentsandtax.com

LinkedIn (Company): https://www.linkedin.com/company/blueprint-asset-management/

LinkedIn (Amber Otting): http://linkedin.com/in/amberotting

About BluePrint Investments and Tax Planning

BluePrint Investments and Tax Planning is a Registered Investment Adviser (RIA) specializing in partnerships with tax professionals.

Founded: 2018
Location: Sacramento/Lodi region, California
Specialty: Client Solicitor Arrangements for tax professionals

We provide comprehensive investment management, advanced financial planning, and dedicated support—enabling CPAs, EAs, and tax attorneys to expand their service offerings through compliant Client Solicitor Arrangements.

Our Growth Story:

For our first six years (2018-2024), we grew exclusively through client and professional referrals. We intentionally kept a low marketing profile to focus on delivering exceptional service to our existing partners and clients.

In 2025, we began expanding our tax professional partnership program to serve more California CPAs, EAs, and tax attorneys who want to offer their clients comprehensive wealth management solutions.

Our Mission:

Help tax professionals deliver integrated wealth management solutions to their clients without the burden of licensing, compliance overhead, or startup costs.

Our Investment Adviser Representatives work directly with your referred clients, while you maintain your primary tax advisory relationship and receive ongoing referral compensation.

Who We Serve:

• California tax professionals (CPAs, EAs, Tax Attorneys)
• Their clients needing investment management and financial planning
• Individuals and families seeking financial coaching, budgeting support, and investment adviser representative services

Important Compliance Disclosure

Educational Purpose: This webinar is for informational and educational purposes only and does not constitute an offer or solicitation to purchase or sell securities or advisory services.

Investment Advisory Services: Investment advisory services offered through BluePrint Investments and Tax Planning, a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training.

Performance and Risk: Past performance does not guarantee future results. All investment strategies involve risk of loss, including loss of principal.

Client Solicitor Arrangements: Tax professionals acting as Investment Adviser Solicitors under this program must comply with SEC Rule 206(4)-3 (Marketing Rule) and California state regulations. This includes:

• Execution of a written solicitor agreement with BluePrint Investments and Tax Planning

• Providing Form ADV Part 2A and solicitor disclosure documents to referred clients

• Obtaining signed client acknowledgment of the solicitor relationship

• Potential registration with the California Department of Financial Protection and Innovation

Solicitors refer clients to BluePrint's Investment Advisor Representatives but do not themselves provide investment advice unless separately licensed.

No Guarantee of Partnership: Attendance at this webinar does not guarantee acceptance into a partnership arrangement with BluePrint Investments and Tax Planning. All potential solicitor relationships are subject to due diligence, compliance review, and execution of required regulatory agreements.

Investment Advisor Representative Option: Tax professionals choosing Option 3 (acting as an Investment Advisor Representative under our RIA) must pass the Series 65 examination or hold a qualifying professional designation (CFA, CFP, PFS, ChFC, CPA/PFS) and will be subject to additional regulatory obligations including continuing education, compliance oversight, and fiduciary standards.

Client Compensation Disclosure: Solicitor compensation is paid by BluePrint Investments and Tax Planning and does not increase the fees paid by referred clients. All fee arrangements are disclosed in writing to clients prior to engagement.

© 2026 BluePrint Investments and Tax Planning. All rights reserved.