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Bitcoin Financial Advisors in California

9 Vetted Professionals • CAIA®, CBDA℠, CFP®

Bitcoin in California

Market snapshot and regulatory overview

State Capital Gains Tax
13.3%
High Tax
Bitcoin Businesses
450+
Active companies
Regulatory Stance
Favorable
Business climate
Adoption Level
High
Market maturity

California leads the nation in Bitcoin and cryptocurrency adoption, with a progressive regulatory environment and a thriving tech ecosystem. From Silicon Valley to Los Angeles, California is home to numerous cryptocurrency businesses and Bitcoin-forward financial advisors who specialize in helping high-net-worth individuals navigate digital asset investments. The state's innovative financial landscape makes it crucial to work with advisors who understand both traditional wealth management and cryptocurrency-specific tax strategies, custody solutions, and estate planning considerations.

Disclaimer: Tax rates and regulations subject to change. Bitcoin business counts are estimates. Consult with a qualified tax professional for personalized advice.

Bitcoin Wealth Platform is a directory that lists financial advisors and professionals who may be familiar with Bitcoin and digital assets. We gather information from public sources and voluntary submissions. Advisors appearing on this page have indicated some degree of knowledge or interest in Bitcoin. This directory is for informational purposes—it is not an endorsement, referral, or recommendation. Bitcoin Wealth Platform does not verify credentials, check backgrounds, or audit the advisors listed here. All advice, services, and agreements are between you and the advisor you contact. Please perform your own due diligence before working with any professional.

How to Use This State Page

This page lists advisors in California who have indicated awareness of Bitcoin and digital assets. The information you see here is compiled from publicly available sources and from submissions by the advisors themselves.

What you'll find: Each advisor listing shows credentials, location, and a brief description. You can filter by credentials such as CFP®, CBDA℠, CPA, or EA if you're looking for specific qualifications.

What we don't provide: We do not conduct background checks, verify credentials in real time, or audit any advisor's claims. We do not receive payment for ranking or placement on this page.

Next steps: Visit individual advisor profiles to learn more about their practice. We encourage you to interview multiple advisors, ask detailed questions, verify credentials independently (via CFP Board, state licensing boards, FINRA BrokerCheck, etc.), and ensure any advisor you choose is a good fit for your needs. For comprehensive guidance, see our guide on choosing a Bitcoin-aware financial advisor.

Questions to Ask Advisors in California

When speaking with any advisor in California, consider asking these questions to better understand their approach, qualifications, and fit for your needs:

  • What are your credentials and how long have you been practicing in California?
  • Are you registered with FINRA, the SEC, or a state regulator? Can I verify your standing via BrokerCheck or other public databases?
  • How do you charge for your services (fee-only, fee-based, commission, AUM-based)?
  • Do you have a fiduciary duty to act in my best interest at all times?
  • How familiar are you with Bitcoin and digital assets? What training or certifications do you have in this area?
  • How do you stay current with changes in Bitcoin regulation, tax treatment, and custody best practices?
  • Can you provide references or case studies (respecting client confidentiality) that demonstrate your experience with Bitcoin-related planning?
  • What is your process for coordinating with my tax professional or attorney if I hold Bitcoin or plan to acquire it?
  • Do you have errors and omissions insurance, and what consumer protections are in place if something goes wrong?

Certified Bitcoin Financial Advisors in California

San Diego, CA (2 Advisors)

Headshot of Robert Duncan, Bitcoin-aware financial advisor in San Diego, CA

Robert Duncan

Financial Advisor

San Diego, CA

Featured
CFP®CBDA℠
Robert Duncan is a financial strategist specializing in advanced tax optimization and wealth preservation for high-net-worth individuals and business owners. Drawing directly from the U.S. tax code, Robert develops strategies that help clients reduce their tax burden—legally, ethically, and responsibly—while creating long-term financial peace of mind for themselves and their families. He believes that every individual has a financial plan, whether by design or by default. His mission is to ensure that his clients fully understand the cost and opportunity of theirs. For business owners paying six-figure tax bills, individuals with significant IRA balances, or families with over $20 million in investable assets, Robert provides clarity, structure, and access to overlooked opportunities within the tax code. His work consistently uncovers strategies that empower clients to retain more of their wealth, enhance their legacy, and achieve lasting financial confidence.
Headshot of Erick Conway, Bitcoin-aware financial advisor in San Diego, CA

Erick Conway

Senior Wealth Manager

San Diego, CA

CBDA℠CFP®
Erick Conway is a Senior Wealth Manager at Strong Valley Wealth and Pension, where he leverages over a decade of experience as a Certified Financial Planner™ to guide clients through the complexities of wealth management. A proud United States Marine Corps veteran and a graduate of Pepperdine University, Erick is renowned for his disciplined approach and calm leadership. He excels in helping clients navigate sophisticated strategies in investment management, tax efficiency, and wealth preservation. His talent for translating intricate market dynamics into clear, actionable insights empowers clients to make informed decisions with both precision and peace of mind. At the core of Erick’s philosophy is a commitment to transparency, proactive communication, and long-term partnership. He believes that enduring relationships built on trust and responsiveness are essential for effective wealth management. This dedication to elite client service inspired Erick to join the Strong Valley Wealth and Pension team in 2024, where he collaborates with a team of professionals focused on delivering personalized, strategic solutions for families of significant wealth. For Erick, true wealth management transcends asset growth; it is about aligning every decision with the client’s vision for legacy, impact, and intergenerational success. Outside of his professional endeavors, Erick is an engaged member of the Financial Planning Association. He enjoys spending his free time playing golf and beach volleyball, and he resides in San Diego with his wife, Jami, and their two dogs, Moo and Tater.

Anaheim, CA (1 Advisor)

Headshot of Corey Fast, Bitcoin-aware financial advisor in Anaheim, CA

Corey Fast

Executive Director, Financial Planning

Anaheim, CA

CFP®CBDA℠
Corey Fast is an experienced financial planner with a career spanning since 2006. Currently serving as the Executive Director of Financial Planning at Edelman Financial Engines, Corey specializes in retirement planning, guiding clients toward the realization of their financial aspirations—whether that means purchasing a home, saving for college, or ensuring a secure retirement. Throughout his career, Corey has developed a reputation for his client-centric approach, combining deep industry knowledge with a genuine commitment to understanding each client's unique needs. His expertise in financial planning is complemented by a wealth of hands-on experience, allowing him to craft tailored strategies that empower clients to achieve their goals with confidence. Outside of his professional endeavors, Corey enjoys immersing himself in live music and embarking on road trip adventures with his family, exploring new destinations and creating lasting memories together.

Browns Valley, CA (1 Advisor)

Headshot of Christopher Hacker, Bitcoin-aware financial advisor in Browns Valley, CA

Christopher Hacker

Vice President

Browns Valley, CA

CBDA℠
Christopher Hacker is a Certified Plan Fiduciary Advisor (CPFA) and currently serves as Vice President at RMR Wealth Builders. With a deep commitment to guiding corporate retirement plans, non-profit retirement plans, and high-net-worth families, Christopher specializes in acting as an investment fiduciary. His expertise in navigating the intricate regulatory landscape ensures that clients receive cost-effective and transparent solutions while effectively reducing liability for all parties involved. As a seasoned ERISA consultant, Christopher is recognized as a trusted partner in retirement planning, offering comprehensive advisory services as either a 3(21) or 3(38) fiduciary. His extensive knowledge and dedication to client success have earned him accolades, including being named a Top DC Advisor Team by the National Association of Plan Advisors (NAPA) in 2017, as well as recognition in the Financial Times’ list of 401 Top Retirement Plan Advisors from 2015 to 2019. Outside of his professional endeavors, Christopher enjoys spending quality time with his family, reflecting his belief in the importance of strong relationships both personally and professionally.

La Verne, CA (1 Advisor)

Headshot of Richard Eddy, Bitcoin-aware financial advisor in La Verne, CA

Richard Eddy

Financial Advisor

La Verne, CA

CIMA®CBDA℠
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.

Oxnard, CA (1 Advisor)

Headshot of James Eckley, Bitcoin-aware financial advisor in Oxnard, CA

James Eckley

Financial Advisor

Oxnard, CA

CBDA℠CFP®
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.

San Francisco, CA (1 Advisor)

Headshot of Adam Gallegos, Bitcoin-aware financial advisor in San Francisco, CA

Adam Gallegos

CEO & President

San Francisco, CA

Featured
CAIA®CBDA℠
Adam Gallegos is the President and CEO of The Foundation Investment Group, bringing over 20 years of financial services expertise to his role as an investment advisor. A Chartered Alternative Investment Analyst (CAIA), Adam has developed a deep knowledge of alternative investment strategies, encompassing public and private real estate, global macro, long-short equity, managed futures, event-driven investments, fixed income long-short, venture capital, and private equity. Before leading The Foundation Investment Group, he honed his skills as a senior consultant at esteemed firms such as W.P. Carey, Inc., Altegris Investments, and Kensington Investment Group. Adam began his career as an analyst at JP Morgan Chase & Co. and Barclays Global Investors, laying a strong foundation for his extensive understanding of complex financial markets. Adam earned his Bachelor of Science degree in business administration with a concentration in finance from California State University at Sacramento. He holds multiple FINRA securities registrations, including Series 3, 7, 30, and 66, underscoring his commitment to maintaining the highest standards in the industry. Outside of his professional achievements, Adam is a former nationally ranked motocross racer whose passion for sports continues to thrive. He enjoys spending quality time with his wife, Christine, and their two sons, who are developing their own interests in golf, fishing, and the great outdoors. Their travels to over 40 countries have enriched Adam's perspective on global markets, further enhancing his ability to navigate the complexities of today's financial landscape.

San Juan Capistrano, CA (1 Advisor)

Headshot of Lance Blount, Bitcoin-aware financial advisor in San Juan Capistrano, CA

Lance Blount

Associate Director

San Juan Capistrano, CA

CBDA℠CFP®
Lance Blount is an Associate Director at Edelman Financial Engines, where he combines his lifelong curiosity about financial markets with a genuine passion for helping clients realize their financial goals. With a robust understanding of wealth management, Lance is dedicated to guiding individuals and families towards achieving their life dreams while fostering their financial security. Throughout his career, Lance has developed a reputation for his approachable style and unwavering commitment to client success. He takes pride in crafting personalized financial strategies that reflect each client’s unique aspirations and circumstances, ensuring they are well-equipped to navigate their financial journeys. His expertise and empathetic approach make him a trusted partner in financial planning. Outside of his professional endeavors, Lance enjoys spending quality time with family, exploring the great outdoors, attending live music events, and honing his culinary skills. This balance of work and personal passion enriches his life and informs his holistic approach to financial advising.

Walnut Creek, CA (1 Advisor)

Headshot of Jon Henderson, Bitcoin-aware financial advisor in Walnut Creek, CA

Jon Henderson

Financial Advisor

Walnut Creek, CA

CRPC®CFP®CBDA℠
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.

Important Disclaimers

Not an Endorsement or Referral

Listing on Bitcoin Wealth Platform does not constitute an endorsement, recommendation, or referral. We do not evaluate the quality of any advisor's services, nor do we guarantee results. All professional relationships and agreements are solely between you and the advisor you choose.

Do Your Own Research

Before engaging any advisor, verify credentials independently through official sources such as:

  • CFP Board: Verify CFP® certification at CFP.net/verify
  • FINRA BrokerCheck: Check registration and disciplinary history at BrokerCheck.FINRA.org
  • SEC Investment Adviser Public Disclosure: Search for RIAs at adviserinfo.sec.gov
  • State Licensing Boards: Verify CPA, EA, and other state-issued credentials with the relevant state board
  • DACFP: Confirm CBDA℠ certification at DACFP.com

No Compensation for Placement

Bitcoin Wealth Platform does not accept payment from advisors for preferential placement or ranking. Featured advisors may be highlighted for editorial reasons or to showcase diversity of credentials and locations, but we do not sell placement.

Tax and Regulatory Information

State tax rates, regulatory stances, and Bitcoin business counts displayed on this page are estimates and subject to change. This information is provided for general informational purposes only and should not be relied upon as tax, legal, or investment advice. Always consult with qualified professionals for advice specific to your situation.

Limitation of Liability

Bitcoin Wealth Platform is not responsible for any losses, damages, or disputes arising from your use of this directory or your engagement with any advisor listed here. Use of this website is at your own risk.

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