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Bitcoin Financial Advisors in Louisiana

2 Vetted Professionals • CBDA℠, CFP®, ChFC®

Louisiana is home to a growing community of Bitcoin-savvy financial advisors who help investors navigate cryptocurrency wealth management. Our vetted professionals understand the unique regulatory environment and investment landscape of Louisiana, providing expert guidance on Bitcoin portfolio allocation, tax strategies, custody solutions, and estate planning for high-net-worth individuals.

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 Louisiana 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 Louisiana

When speaking with any advisor in Louisiana, 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 Louisiana?
  • 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 Louisiana

Baton Rouge, LA (1 Advisor)

Headshot of Pete Bush, Bitcoin-aware financial advisor in Baton Rouge, LA

Pete Bush

Financial Planner

Baton Rouge, LA

CBDA℠CFP®
Pete Bush is a dedicated Financial Planner at Horizon Financial Group, where he specializes in simplifying wealth management for clients. With a strong focus on business owners, physicians, attorneys, executives, and professionals, Pete provides expert guidance in three key areas: Financial Planning, Investment Management, and Retirement Plans. His comprehensive approach ensures that each client receives tailored strategies that align with their unique financial goals. Throughout his career, Pete has demonstrated a commitment to empowering his clients with the knowledge and tools they need to navigate their financial journeys confidently. His expertise, combined with Horizon's experienced team of financial professionals, fosters an environment where clients can achieve peace of mind in their financial decisions. In addition to his professional accomplishments, Pete values building lasting relationships with his clients, understanding that financial success is not just about numbers—it's about supporting their aspirations for a fulfilling life. When he's not helping clients secure their financial futures, Pete enjoys exploring the outdoors and spending quality time with his family.

Mandeville, LA (1 Advisor)

Headshot of Jeanine Cazaubon, Bitcoin-aware financial advisor in Mandeville, LA

Jeanine Cazaubon

Financial Advisor

Mandeville, LA

CBDA℠CFP®ChFC®
Jeanine Cazaubon is a dedicated Financial Advisor at Ameriprise Financial, where she leverages her expertise to provide tailored financial guidance that prepares clients for both the expected and unexpected life events. With a focus on individualized attention, Jeanine collaborates closely with her clients to understand their unique goals and needs, ensuring that every recommendation aligns with their aspirations. Jeanine specializes in crafting personalized investment strategies that emphasize diversification and risk management. By fostering open communication through regular meetings, she keeps clients informed about their progress and investment performance, empowering them to make informed decisions. Her commitment to providing anytime access to digital tools further enhances her clients' ability to stay on track with their financial objectives. With a warm and approachable demeanor, Jeanine strives to build lasting relationships with her clients, guiding them through the complexities of financial planning with confidence and clarity. Outside of her professional life, she enjoys exploring new hiking trails and spending quality time with her family.

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.

Explore More Advisors

Looking for advisors with specific credentials or in other locations? Browse by credential or explore other states.