Adam Gallegos — Bitcoin & Digital Asset Financial Advisor
CEO & President
Contact Adam Gallegos
About Adam Gallegos
Adam Gallegos is a financial advisor based in San Francisco, CA with credentials including CAIA®, CBDA℠ with The Foundation Investment Group. Their work focuses on Bitcoin and digital asset related planning within a broader approach to wealth management and financial planning.
Adam Gallegos is a trusted Bitcoin and digital asset financial advisor serving clients in San Francisco, CA. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Adam helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Adam Gallegos is the President and CEO of The Foundation Investment Group, bringing over 20 years of financial services expertise to his role as an investment advisor. A Chartered Alternative Investment Analyst (CAIA), Adam has developed a deep knowledge of alternative investment strategies, encompassing public and private real estate, global macro, long-short equity, managed futures, event-driven investments, fixed income long-short, venture capital, and private equity. Before leading The Foundation Investment Group, he honed his skills as a senior consultant at esteemed firms such as W.P. Carey, Inc., Altegris Investments, and Kensington Investment Group. Adam began his career as an analyst at JP Morgan Chase & Co. and Barclays Global Investors, laying a strong foundation for his extensive understanding of complex financial markets.
Adam earned his Bachelor of Science degree in business administration with a concentration in finance from California State University at Sacramento. He holds multiple FINRA securities registrations, including Series 3, 7, 30, and 66, underscoring his commitment to maintaining the highest standards in the industry.
Outside of his professional achievements, Adam is a former nationally ranked motocross racer whose passion for sports continues to thrive. He enjoys spending quality time with his wife, Christine, and their two sons, who are developing their own interests in golf, fishing, and the great outdoors. Their travels to over 40 countries have enriched Adam's perspective on global markets, further enhancing his ability to navigate the complexities of today's financial landscape.
Areas of Focus
Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. While each advisor has their own practice, typical areas of focus include:
- Helping clients understand how Bitcoin fits within a broader financial or retirement plan
- Coordinating with tax and legal professionals around digital asset implications
- Assessing appropriate Bitcoin position sizes relative to risk tolerance and time horizon
- Long-term wealth preservation and estate considerations
- Education around Bitcoin custody, security, and portfolio impact
- Using CBDA℠ knowledge to understand digital asset risks and opportunities
How a Bitcoin Aware Advisor Can Help
A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This can include conversations about volatility, long-term conviction, tax treatment, retirement implications, and how Bitcoin relates to more traditional investments such as stocks, bonds, and real estate. While services vary by advisor and firm, the goal is usually to bring clarity, reduce blind spots, and align any Bitcoin exposure with your overall goals and risk tolerance.
Credentials & Licenses
Why You Can Trust Adam
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
23+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in San Francisco, CA and surrounding areas
The Foundation Investment Group
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
Verify Adam's Credentials
Independently verify registration and licensing through official regulatory databases
Questions to Ask This Advisor
When you speak with Adam Gallegos, you may want to ask questions like:
- How do you view the role of Bitcoin within a diversified financial plan?
- How do you coordinate with my tax or legal professionals if I hold Bitcoin or other digital assets?
- What types of risks should I understand before changing my Bitcoin exposure?
- How are you compensated, and how do you charge for your services?
- Do you work with clients who already hold Bitcoin in self-custody or on exchanges?
- What is your approach to position sizing for Bitcoin within a portfolio?
- How do you stay current with Bitcoin and digital asset developments?
More Advisors in California
Frequently Asked Questions About Bitcoin Wealth Platform
Does Bitcoin Wealth Platform provide investment advice?
No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.
How should I evaluate an advisor listed here?
Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.
Are all advisors on this site Bitcoin experts?
Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.
Is working with a Bitcoin aware advisor right for me?
That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.
Important Disclaimer: Adam Gallegos is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.