Richard Eddy — Bitcoin & Digital Asset Financial Advisor
Financial Advisor
Contact Richard Eddy
About Richard Eddy
Richard Eddy is a financial advisor based in La Verne, CA with credentials including CIMA®, CBDA℠ with CONA Wealth. Their work focuses on Bitcoin and digital asset related planning within a broader approach to wealth management and financial planning.
Richard Eddy is a trusted Bitcoin and digital asset financial advisor serving clients in La Verne, CA. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Richard helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Richard Eddy is a co-founder and financial advisor at CONA Wealth, bringing nearly two decades of experience in financial planning and investment management since 2005. His extensive expertise encompasses a broad spectrum of financial topics, including insurance planning, risk management strategies, investment and portfolio analysis, tax planning, retirement planning, and estate preservation strategies.
As the Director of Investment Strategies, Richard plays a pivotal role in overseeing the investment portfolios for all clients, ensuring that each portfolio is meticulously optimized and aligned with their individual financial goals. His analytical skills and strategic insights have positioned him as a trusted partner for clients navigating their financial journeys.
Before entering the financial sector, Richard honed his leadership and management skills in the engineering and manufacturing industry, where he collaborated with some of the world's leading aerospace and technology firms. This background not only enriched his business acumen but also provided him with a unique perspective on the complexities of financial planning.
Outside of his professional commitments, Richard is actively engaged in his community and enjoys spending quality time with his wife and their lively Labrador Retriever, Cora. He has also contributed his time and expertise as a member of the Board of Directors for Building a Generation, a non-profit organization dedicated to serving families in the East Valley of San Bernardino.
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 Richard
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
17+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in La Verne, CA and surrounding areas
CONA Wealth
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
Verify Richard's Credentials
Independently verify registration and licensing through official regulatory databases
Questions to Ask This Advisor
When you speak with Richard Eddy, 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: Richard Eddy 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.