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.

Home/Find Advisors/Alabama/Greta Sandy

Greta Sandy

CFP®CBDA℠

Birmingham, AL

Contact Greta Sandy

greta@welchgroup.com 205-999-2566

About Greta Sandy

Greta Sandy joined The Welch Group in 2022 as an Advisor, bringing a diverse professional background that enriches her approach to financial planning. Recently earning the Certificate in Blockchain and Digital Assets (CBDA), Greta has demonstrated her expertise in the rapidly evolving fields of blockchain technology, cryptocurrencies, and digital assets. This certification underscores her commitment to understanding and integrating these innovative asset categories into her clients' financial strategies.

Before her tenure at The Welch Group, Greta built a solid foundation in communication and real estate, serving as a copywriter with Shipt and as a Realtor®. Her academic journey culminated in a Master’s degree in Family Financial Planning from the University of Alabama, equipping her with the knowledge needed to provide comprehensive financial advice tailored to individual client needs.

Beyond her professional endeavors, Greta is a classically-trained singer with a rich history of performances in operas and musical showcases throughout Birmingham. In her personal time, she finds joy in baking, hiking with her husband, and curling up with a good book alongside their two cats, Willow and Flips.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust Greta

Verified credentials and professional qualifications

Professional Credentials

CFP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

3+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Birmingham, AL and surrounding areas

Firm Affiliation

The Welch Group

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Greta's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

7498970

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Before engaging Greta Sandy, consider asking questions such as: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Greta Sandy 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.