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Bitcoin Financial Advisors in Burlington, MA
1 Vetted Professional • CFP®, CBDA℠
Connect with certified Bitcoin financial advisors serving Burlington and the greater MA area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Jared Rubin
Director, Financial Planning
CFP®CBDA℠
Jared Rubin is the Director of Financial Planning at Edelman Financial Engines, where he leverages over a decade of experience in financial planning to guide clients toward achieving their life goals and financial well-being. Jared is dedicated to creating personalized strategies that provide peace of mind and empower individuals to pursue their dreams. His expertise in financial planning is complemented by a deep understanding of his clients' needs, allowing him to deliver tailored solutions that foster long-term success. Throughout his career, Jared has demonstrated a commitment to ongoing professional development, ensuring he stays at the forefront of industry trends and best practices. This dedication not only enhances his skill set but also enriches the service he provides to clients. Jared’s approach is centered around building meaningful relationships, grounded in trust and transparency. Outside of his professional endeavors, Jared enjoys spending time in nature, often hiking in the mountains with his wife and two daughters. He believes in the importance of balancing work and personal life, and he continually seeks to expand his knowledge and skills in various areas.
Why Choose a Bitcoin Financial Advisor in Burlington?
Working with a local Bitcoin financial advisor in Burlington, MA offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the MA area.
Services Offered by Burlington Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate MA 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 Burlington 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