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Bitcoin Financial Advisors in Anaheim, CA
1 Vetted Professional • CFP®, CBDA℠
Connect with certified Bitcoin financial advisors serving Anaheim and the greater CA area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Corey Fast
Executive Director, Financial Planning
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.
Why Choose a Bitcoin Financial Advisor in Anaheim?
Working with a local Bitcoin financial advisor in Anaheim, CA offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the CA area.
Services Offered by Anaheim Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate CA tax regulations and federal cryptocurrency tax requirements
- Estate Planning: Secure your Bitcoin holdings for future generations with proper estate planning
- Custody Solutions: Expert recommendations on self-custody vs. institutional custody options
- Retirement Planning: Integrate Bitcoin into your retirement strategy, including Bitcoin IRAs
Credentials to Look For
Our Anaheim Bitcoin financial advisors hold professional certifications including:
- CFP® (Certified Financial Planner): Rigorous training in comprehensive financial planning
- CFA® (Chartered Financial Analyst): Advanced investment analysis and portfolio management expertise
- CBDA℠ (Certified Bitcoin and Digital Asset Advisor): Specialized knowledge in cryptocurrency wealth management