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Bitcoin Financial Advisors in Atlanta, GA
1 Vetted Professional • CBDA℠, CFP®
Connect with certified Bitcoin financial advisors serving Atlanta and the greater GA area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Jaime Benedetti
MANAGING PRINCIPAL
CBDA℠CFP®
Jaime Benedetti is the Managing Principal at BEAM Wealth Advisors and BGA Wealth, where he combines over 20 years of financial planning expertise with a deep commitment to client success. With a solid academic foundation in Computer Science from the University of Dayton and Georgia State University, Jaime is not only a practicing Financial Planner but also holds esteemed credentials as a Certified Financial Planner® (CFP®), Chartered Retirement Planning Counselor® (CRPC®), and Accredited Investment Fiduciary (AIF®). His dedication to education is evident in his five years of teaching the Retirement Planning curriculum at Emory University’s Certified Financial Planner Program. Jaime's extensive experience includes advising individual clients and enhancing Qualified Retirement Plans for businesses of varying sizes, from 50 to 1,000 employees. He works closely with business owners, CFOs, and Heads of Human Resources to ensure their retirement offerings are effective and beneficial. Particularly noted for his expertise in developing tailored retirement solutions for physicians, dentists, and attorneys, Jaime excels at addressing the unique needs of high-earning professionals within their practices. Under Jaime's leadership, the firm has successfully navigated eight acquisitions, significantly expanding its team and increasing Assets Under Management to over $1.7 billion. He was also pioneering in his initiative to incorporate digital assets into client portfolios, a move that, while initially controversial, has proven beneficial for clients as it has yielded notable growth across all portfolios. A native of Colombia, Jaime has shared his insights on financial planning with a wider audience through appearances on CNN Español and various national and local media outlets. Outside of work, Jaime enjoys spending time with his family and embracing the vibrant culture of his community.
Why Choose a Bitcoin Financial Advisor in Atlanta?
Working with a local Bitcoin financial advisor in Atlanta, GA offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the GA area.
Services Offered by Atlanta Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate GA 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 Atlanta 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