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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.

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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.

Home/Find Advisors/Texas/Sudhir Pai

Sudhir Pai

CPAFCAEACGMACBDA℠

Plano, TX

Contact Sudhir Pai

sudhir@SudhirPaiCPA.com 469-702-1272

About Sudhir Pai

Sudhir Pai is a seasoned financial professional and entrepreneur with extensive experience in finance, tax, and accounting. As the Managing Partner at MyTimeEquity, Sudhir leads a dedicated team in providing tailored wealth management solutions. His expertise lies in business consulting, where he collaborates closely with business owners and managers to analyze their operations and develop practical strategies that address their unique needs.

Sudhir holds prestigious credentials as a Certified Public Accountant (CPA) and a Fellow Chartered Accountant (FCA) from the Institute of Chartered Accountants of India (ICAI). In 2019, he founded MyTimeEquity and Legacy Wealth Planner, LLC, a boutique wealth management firm, along with SurelyNow, LLC, which specializes in retirement planning and real estate consulting. His prior experience as the CEO of Global Value Add, Inc., which he established in 2008, involved providing comprehensive business consulting services, including financial bookkeeping and tax compliance.

With a strong focus on personal and business wealth and tax planning, Sudhir has successfully assisted over 12,000 clients, particularly within the Asian community in the Greater Dallas area. His qualifications also include being an Enrolled Agent admitted to practice before the IRS and a Chartered Global & Management Accountant (CGMA). In addition to his professional commitments, Sudhir actively contributes to the community as a member of the Advisory Board for both the DFW Konkani Samaj and the India Association of North Texas.

Outside of his professional endeavors, Sudhir enjoys engaging with his community and is passionate about fostering connections that enrich the lives of those around him.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CPAFCAEACGMACBDA℠

Why You Can Trust Sudhir

Verified credentials and professional qualifications

Professional Credentials

CPAFCAEACGMACBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

8+ 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 Plano, TX and surrounding areas

Firm Affiliation

MyTimeEquity

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

Verify Sudhir's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

5928622

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Before engaging Sudhir Pai, consider asking questions such as: 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: Sudhir Pai 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.