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Bitcoin Financial Advisors in Broomfield, CO
1 Vetted Professional • CFP®, CBDA℠
Connect with certified Bitcoin financial advisors serving Broomfield and the greater CO area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Claire Mork
Director, Financial Planning
CFP®CBDA℠
Claire Mork is a dedicated financial planner and a Certified Financial Planner™ (CFP®) professional, currently serving as the Director of Financial Planning at Edelman Financial Engines. With a bachelor’s degree in finance from the University of Colorado, Boulder, Claire brings over a decade of experience in the financial services industry to her role. She believes that true success encompasses not only financial well-being but also the confidence her clients feel about their futures. Claire takes pride in building personal relationships with her clients, understanding their unique goals, and providing knowledgeable advice tailored to their needs. At Edelman Financial Engines, Claire specializes in retirement planning, investment strategy, insurance planning, and personal finance. The firm’s mission is to democratize access to sophisticated investment modeling tools and provide comprehensive financial planning and wealth management advice. As a fiduciary, Claire is committed to acting solely in her clients' best interests, ensuring that their goals remain the top priority. Through a unique blend of advanced technology and personalized service, she helps individuals and families navigate their financial journeys, connecting key aspects of their financial lives to build, grow, protect, and preserve their wealth. Outside of her professional pursuits, Claire enjoys spending time with her family and exploring the great outdoors, reflecting her belief in balancing work and personal fulfillment.
Why Choose a Bitcoin Financial Advisor in Broomfield?
Working with a local Bitcoin financial advisor in Broomfield, CO offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the CO area.
Services Offered by Broomfield Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate CO 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 Broomfield 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