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Bitcoin Financial Advisors in Elmira, NY
1 Vetted Professional • CFA®, CFP®, CBDA℠
Connect with certified Bitcoin financial advisors serving Elmira and the greater NY area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
John Brand
Financial Advisor
CFA®CFP®CBDA℠
John Brand is a dedicated Financial Advisor at The Brand Schweizer Group / Raymond James, bringing over two decades of experience in the financial industry to his clients. A graduate of Hamilton College with a degree in economics, John began his career in New York City, where he honed his expertise as an investment advisor at Credit Suisse First Boston Direct and later as an equity syndication analyst at Dealogic, Inc. His strong foundation in finance led him back to Elmira, where he spent nine years as a portfolio manager in the Investment Department at Chemung Canal Trust Company. In January 2016, John co-founded The Brand Schweizer Group, where he applies his extensive knowledge and rigorous skillset to help clients navigate their financial journeys. He has achieved the prestigious Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ professional, underscoring his commitment to excellence in financial advisory services. John also holds several securities licenses, including Series 7 and Series 63, as well as Life Insurance and Variable Annuity licenses. His commitment to professional development is further demonstrated by his graduation from the NYS Banker Trust Investment School and his active membership in the New York Society of Security Analysts (NYSSA). Beyond his professional accomplishments, John is deeply engaged in his community. He currently serves as the Chairman of the Board at Arnot Realty Corporation and holds a position on the Board of Trustees at Elmira College, where he chairs the Investment Committee. His previous roles include serving as a Board Trustee at the Community Foundation of Elmira-Corning and the Finger Lakes, where he also chaired their Investment Committee. John’s commitment to leadership extends to his past directorships at the Clemens Center, Elmira City Club, and Elmira Country Club. In his free time, John enjoys spending quality moments with his family, emphasizing the importance of work-life balance and community involvement.
Why Choose a Bitcoin Financial Advisor in Elmira?
Working with a local Bitcoin financial advisor in Elmira, NY offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the NY area.
Services Offered by Elmira Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate NY 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 Elmira 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