BFS- Blueprint for Financial Success

BFS- Blueprint for Financial Success BFS provides comprehensive wealth management solutions and Insurance services to Individual and Corporate Clients I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither BFS- Blueprint for Financial Success nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. BFS- Blueprint for Financial Success is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

8075 Leesburg Pike, Suite 400, Vienna, VA 22182, Telephone 703-610-4094. CA License

We are pleased to introduce Zachary T. Jenkins as part of the growing advisory team at Blueprint for Financial Success (...
05/18/2026

We are pleased to introduce Zachary T. Jenkins as part of the growing advisory team at Blueprint for Financial Success (BFS). Zach believes thoughtful financial planning begins with listening and understanding what matters most to each family. His approach centers on building structured, long-term strategies designed to support evolving goals over time.

He is committed to providing education, clarity, and relationship-driven guidance, helping clients make informed decisions with confidence. We are excited to welcome Zach and the experience, professionalism, and perspective he brings to our expanding team.

Building wealth is one step. Preserving and coordinating it across generations is another.Adham Sabek, MBA, Financial Ad...
04/20/2026

Building wealth is one step. Preserving and coordinating it across generations is another.

Adham Sabek, MBA, Financial Advisor, works with individuals, families, and business owners on strategies related to retirement income planning, wealth coordination, business succession, and estate planning considerations.

He is passionate about financial education and helping people think strategically about their long-term financial structure. We are proud to have Adham as part of the BFS team and value the perspective he brings to the clients and families we serve.

Financial clarity often comes from structure, especially when family dynamics and long-term care considerations are invo...
04/06/2026

Financial clarity often comes from structure, especially when family dynamics and long-term care considerations are involved. We are pleased to introduce Josh Gonzalez as part of the growing BFS advisory team.

Josh works closely with families, estate planning attorneys, and fiduciaries to develop coordinated strategies designed to preserve wealth, enhance estate liquidity, and protect vulnerable beneficiaries. His areas of focus include special needs planning, trust-owned life insurance strategies, charitable annuity planning, and solutions that align retirement assets with multigenerational objectives.

Josh’s approach emphasizes thoughtful analysis, careful coordination with legal and tax advisors, and long-term planning designed to support both family legacy and financial stability.

Continuing our team introductions, we are pleased to highlight Azza Abou Alshamat, our Licensed Service Assistant.Azza s...
03/25/2026

Continuing our team introductions, we are pleased to highlight Azza Abou Alshamat, our Licensed Service Assistant.

Azza supports both our clients and advisors, helping ensure every interaction is organized, responsive, and seamless. She brings over six years of experience in client service and operations, including four years managing service teams, along with a strong solutions-focused mindset.

We are grateful to have Azza as part of the BFS team and appreciate the dedication and perspective she brings to our clients every day.

Clarity in financial planning is often supported by precision behind the scenes. We are delighted to introduce Matthew D...
03/16/2026

Clarity in financial planning is often supported by precision behind the scenes. We are delighted to introduce Matthew Dawson, the newest member of our growing Blueprint for Financial Success (BFS) advisory team.

Matthew joins us as a Financial Advisor, bringing nearly a decade of experience with firms including Edward Jones and Prudential.

With a background in investment management and client service, he focuses on thoughtful planning, organization, and helping deliver a seamless client experience.

We are excited to have Matthew on the team and look forward to the impact he will make for the clients and families we serve.

Strong advisory firms are built on strong leadership. We’re proud to introduce Ali Atwi, Managing Director at Blueprint ...
03/05/2026

Strong advisory firms are built on strong leadership. We’re proud to introduce Ali Atwi, Managing Director at Blueprint for Financial Success (BFS).

Ali oversees team development, business growth, operations, and compliance — helping ensure our firm continues to scale with focus and discipline.

With 15 years of leadership experience at HSBC, most recently as VP, Wealth Center Manager overseeing Tysons and Washington, D.C., he brings a perspective shaped by both high-performing team leadership and client-centered strategy.

His focus at BFS is clear: operational excellence, structured growth, and building a disciplined, relationship-driven culture centered on delivering an exceptional client experience and long-term impact.

We’re excited for what’s ahead.

01/29/2026

Financial independence is a goal many of us strive for, but it's not always easy to achieve. Life challenges can get in the way and make it difficult to stay on track. However, with determination and hard work, it's possible to overcome these obstacles and reach our goals. We've all been there - facing setbacks and feeling like giving up. But it's how we respond to these challenges that really matters. By staying focused and motivated, we can push through the tough times and come out stronger on the other side. What's your biggest challenge on the path to financial independence?, Achieving financial independence is a journey, not a destination. It takes time, effort, and perseverance to get there. Along the way, we'll undoubtedly face life challenges that test our resolve and force us to adapt. But with the right mindset and support, we can navigate these obstacles and stay on course. It's okay to stumble sometimes - it's all part of the learning process. The key is to keep moving forward, even when the going gets tough. How do you stay motivated on your journey to financial independence?, Overcoming life challenges is a crucial part of achieving financial independence. It's not always easy, but it's worth it in the end. By learning to navigate these challenges and staying focused on our goals, we can build the strength and resilience we need to succeed. We all have our own unique struggles and setbacks, but we can learn from each other's experiences and find ways to overcome them. What's the most significant life challenge you've faced on your path to financial independence, and how did you overcome it?

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things th...
11/27/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

Wishing you a prosperous, healthy, and happy Diwali!Bassem Beaini
11/01/2024

Wishing you a prosperous, healthy, and happy Diwali!
Bassem Beaini

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.https://bit.ly...
07/13/2024

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/3XZNRja

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8075 Leesburg Pike, Suite 400
Vienna, VA
22182

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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