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Bitcoin Financial Advisors in Harveysburg, OH
1 Vetted Professional • RFC®, CBDA™
Connect with certified Bitcoin financial advisors serving Harveysburg and the greater OH area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
John Kozak
Chief Wealth Officer
RFC®CBDA™
John Kozak is the Chief Wealth Officer at Thorngate Financial, where he brings over 24 years of dedicated experience in helping families navigate the complexities of insurance and personal finance. With a primary focus on safely growing wealth, John believes that sound financial education is crucial for achieving a secure retirement in today’s unpredictable economic landscape. He views financial independence not just as a goal, but as a necessity for his clients. John's diverse background as an educator, business owner, and family man offers him a unique perspective on the significance of personal financial planning. He earned his degree in Education from Clearwater Christian College, which has equipped him with the skills to effectively communicate complex financial concepts. His mission revolves around guiding clients away from the volatility often associated with Wall Street, helping them to build wealth safely and securely, regardless of past investment performance. In addition to his professional qualifications, John is a proud 13-year military veteran and has served as a firefighter for 35 years. These experiences have deepened his commitment to serving others, reinforcing his belief in the importance of supporting families in achieving their financial goals. Outside of work, John enjoys spending quality time with his family, reflecting his values of service and community.
Why Choose a Bitcoin Financial Advisor in Harveysburg?
Working with a local Bitcoin financial advisor in Harveysburg, OH offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the OH area.
Services Offered by Harveysburg Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate OH 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 Harveysburg 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