Jon Henderson — Bitcoin & Digital Asset Financial Advisor
Financial Advisor
Contact Jon Henderson
About Jon Henderson
Jon Henderson is a financial advisor based in Walnut Creek, CA with credentials including CRPC®, CFP®, CBDA℠ with Echo45 Advisors. Their work focuses on Bitcoin and digital asset related planning within a broader approach to wealth management and financial planning.
Jon Henderson is a trusted Bitcoin and digital asset financial advisor serving clients in Walnut Creek, CA. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Jon helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Jon is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor (CRPC®), and a California Registered Tax Preparer (CRTP). Recognizing the need for a family office experience, Jon launched Echo45 Tax and Estate to provide integrated tax preparation, estate planning, and wealth management services. His deep commitment to Trustee Services allows him to assist individuals navigating the complexities of estate management—whether they are acting as trustees, planning their legacy, or ensuring the seamless transfer of assets to future generations. Jon works closely with retirees and their families to create personalized strategies that align with their long-term financial goals.
Specializing in personal financial planning, retirement planning, and portfolio management, Jon takes a comprehensive approach to helping clients secure their financial future. With a BA in communications from San Diego State University, he is passionate about educating clients on all aspects of their finances. He has also earned the Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals and New York Institute of Finance, equipping him to guide clients through the rapidly evolving cryptocurrency space.
A technology enthusiast and early adopter of new technologies, Jon actively embraces the high-tech world of wealth management, having been in the industry long enough to remember when stock quotes were stated in fractions. He harnesses today's robust FinTech offerings to enhance client experiences in meaningful ways.
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 Jon
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
25+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Walnut Creek, CA and surrounding areas
Echo45 Advisors
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
Verify Jon's Credentials
Independently verify registration and licensing through official regulatory databases
Questions to Ask This Advisor
When you speak with Jon Henderson, 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: Jon Henderson 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.