Headshot of Sharon Khan, Bitcoin-aware financial advisor in Napa, CA

Sharon Khan — Bitcoin & Digital Asset Financial Advisor

Last updated November 29, 2025

Financial Advisor

CFP®CPACBDA℠
Napa, CA

About Sharon Khan

Sharon Khan serves clients in Napa, CA as a financial advisor with experience across retirement planning, investments, and Bitcoin oriented conversations.

A frequent topic in planning conversations is the role Bitcoin can play alongside more traditional investments.

Sharon Khan is a Financial Advisor at DeDora Capital, where she leverages four years of experience in tax planning and investment advice to guide her clients toward their financial goals. As a Certified Financial Planner (CFP®), Certified Public Accountant (CPA), and Certified Business Development Advisor (CBDA), Sharon possesses a unique blend of financial planning and tax expertise that allows her to craft tailored strategies for her clients.

Her strong background in accounting, combined with her financial planning acumen, empowers Sharon to offer comprehensive guidance on complex financial matters. She is dedicated to helping clients navigate the intricacies of their financial landscapes, ensuring they make informed decisions that enhance their financial well-being.

Outside of her professional endeavors, Sharon enjoys exploring new hiking trails and spending quality time with her family, reflecting her belief in balancing work and personal life.

Areas of Focus

Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

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 includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CPACBDA℠

Why You Can Trust Sharon

Verified credentials and professional qualifications

Professional Credentials
CFP®CPACBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

4+ 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 Napa, CA and surrounding areas

Firm Affiliation

DeDora Capital

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

Questions to Ask This Advisor

Important questions to discuss with Sharon Khan include: 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: Sharon Khan 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.