Back to All Advisors
Bitcoin Financial Advisors in Plano, TX
1 Vetted Professional • CPA, FCA, EA
Connect with certified Bitcoin financial advisors serving Plano and the greater TX area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Sudhir Pai
Managing Partner
CPAFCAEA
Sudhir Pai is a seasoned financial professional and entrepreneur with extensive experience in finance, tax, and accounting. As the Managing Partner at MyTimeEquity, Sudhir leads a dedicated team in providing tailored wealth management solutions. His expertise lies in business consulting, where he collaborates closely with business owners and managers to analyze their operations and develop practical strategies that address their unique needs. Sudhir holds prestigious credentials as a Certified Public Accountant (CPA) and a Fellow Chartered Accountant (FCA) from the Institute of Chartered Accountants of India (ICAI). In 2019, he founded MyTimeEquity and Legacy Wealth Planner, LLC, a boutique wealth management firm, along with SurelyNow, LLC, which specializes in retirement planning and real estate consulting. His prior experience as the CEO of Global Value Add, Inc., which he established in 2008, involved providing comprehensive business consulting services, including financial bookkeeping and tax compliance. With a strong focus on personal and business wealth and tax planning, Sudhir has successfully assisted over 12,000 clients, particularly within the Asian community in the Greater Dallas area. His qualifications also include being an Enrolled Agent admitted to practice before the IRS and a Chartered Global & Management Accountant (CGMA). In addition to his professional commitments, Sudhir actively contributes to the community as a member of the Advisory Board for both the DFW Konkani Samaj and the India Association of North Texas. Outside of his professional endeavors, Sudhir enjoys engaging with his community and is passionate about fostering connections that enrich the lives of those around him.
Why Choose a Bitcoin Financial Advisor in Plano?
Working with a local Bitcoin financial advisor in Plano, TX offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the TX area.
Services Offered by Plano Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate TX 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 Plano 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