James Eckley — Bitcoin & Digital Asset Financial Advisor
Financial Advisor
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About James Eckley
James Eckley is a financial advisor based in Oxnard, CA with credentials including CBDA℠, CFP® with Hardworking Capital Advisors. Their work focuses on Bitcoin and digital asset related planning within a broader approach to wealth management and financial planning.
James Eckley is a trusted Bitcoin and digital asset financial advisor serving clients in Oxnard, CA. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, James helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
James Eckley is a seasoned Financial Advisor at Hardworking Capital Advisors, bringing nearly 31 years of comprehensive experience in the financial services industry. His career journey spans both the retail and corporate sectors, where he has played a pivotal role in training and interviewing hundreds of Financial Advisors across Southern California and Las Vegas.
Throughout his career, James has held significant leadership positions, including Vice President and Regional Sales Manager at national financial organizations. His expertise encompasses estate planning, retirement planning, and financial services tailored to the public, private, and non-profit sectors. He has developed and conducted high-level training programs on topics such as retirement income planning, annuities, and life insurance, empowering advisors to better serve their clients.
James’s extensive background equips him with a profound understanding of the complexities surrounding Wealth Advisory, Risk Management, Estate Planning, and Senior Transition Planning. He is committed to leveraging the latest innovations in the industry to address these challenges effectively.
Beyond his professional endeavors, James is dedicated to giving back to his community. As a past member and Director of the Financial Planning Association of Ventura County, he played a key role in rechartering the chapter. His involvement with the Rotary Club of Westlake Village Sunrise and various local charitable organizations reflects his belief in the importance of community service and making a positive impact.
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
- Applying CFP® training to planning conversations that may include digital assets
- 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 James
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
33+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Oxnard, CA and surrounding areas
Hardworking Capital Advisors
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
Verify James's Credentials
Independently verify registration and licensing through official regulatory databases
Questions to Ask This Advisor
When you speak with James Eckley, 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?
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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: James Eckley 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.