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Noel Zerna Cajigas

Investment adviser representative at Blueprint Financial Advisors
11 yearsExperience
3 statesRegistered in
$1.4BFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Blueprint Financial Advisors LLCMay 2026 to now
  2. Northpointe Private WealthMay 2026 to now
  3. Diamond Wealth Management, LLCSep 2017 to May 2026
  4. Northpointe Investment Partners LLCApr 2016 to May 2026
  5. Noel Z. CajigasOct 2015 to Oct 2017
  6. Ensign Wealth Advisors LLCOct 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 3 states (CO, TX, UT).

Blueprint Financial Advisors

Legal name: Blueprint Financial Advisors LLC

$1.4BAssets managed
2,330Clients
39Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2683770
Firm CRD
315570
Advisor's SEC record (opens in a new tab)
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