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Bitcoin Financial Advisors in Clearwater, FL
1 Vetted Professional • CFP®, ChFC®, RICP®
Connect with certified Bitcoin financial advisors serving Clearwater and the greater FL area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Tim Bartlett
Chief Investment Officer & Partner
CFP®ChFC®RICP®
Tim Bartlett is the Chief Investment Officer and Partner at Unique Wealth, where he brings a wealth of experience and a forward-thinking approach to Investment Portfolio Management. With a career that includes tenures at renowned Wall Street firms such as BlackRock and Raymond James, Tim has honed his expertise by learning from industry leaders and navigating complex financial landscapes. Known for his problem-solving abilities and collaborative spirit, Tim has built a reputation for delivering exceptional investment results. His dedication to excellence drives him to constantly seek out new opportunities for growth, both for his clients and his team. Tim's commitment to fostering strong relationships and creating tailored investment strategies sets him apart in the competitive wealth management arena. Outside of his professional pursuits, Tim enjoys an active lifestyle that includes tennis, kayaking, and nurturing his mango trees. He cherishes quality time spent with his wife and family, grounding him in the values that inspire his work.
Why Choose a Bitcoin Financial Advisor in Clearwater?
Working with a local Bitcoin financial advisor in Clearwater, FL offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the FL area.
Services Offered by Clearwater Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate FL 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 Clearwater 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