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Bitcoin Financial Advisors in Ramsey, NJ
1 Vetted Professional • CBDA℠, CFA®, CFP®
Connect with certified Bitcoin financial advisors serving Ramsey and the greater NJ area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Mark Andraos
Partner
CBDA℠CFA®CFP®
Mark Andraos is a Partner at Regency Wealth Management, where he has been instrumental since joining the firm in 2019. With over twelve years of experience in private wealth management, Mark specializes in investment research, manager due diligence, portfolio construction, and trading operations. His expertise allows him to provide clients with tailored financial strategies that align with their unique goals. Before his tenure at Regency, Mark made significant contributions to a regional asset management firm in New Jersey, where he developed an outsourced Chief Investment Officer (CIO) platform that was adopted by six advisors nationally, resulting in $200 million in assets under management. His diverse background also encompasses roles in investment research, financial planning, and investment due diligence at various registered investment advisory firms across New Jersey. Mark graduated with honors from Rutgers Business School in New Brunswick, NJ, in 2012. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2015 and achieved the Chartered Financial Analyst (CFA) professional designation in 2019. In addition to his professional accomplishments, he actively contributes to the financial community as the Treasurer of the Board of Trustees for the Rutgers Business School Alumni Association and previously served as a Trustee for the Greater New Jersey Estate Planning Council (GNJEPC). Mark’s insights have been featured in prominent publications such as The Wall Street Journal, the New York Post, US News and World Report, Yahoo! Finance, and Citywire RIA. Outside of his professional endeavors, Mark enjoys spending time with his family and exploring the outdoors, reflecting his belief in maintaining a balanced life.
Why Choose a Bitcoin Financial Advisor in Ramsey?
Working with a local Bitcoin financial advisor in Ramsey, NJ offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the NJ area.
Services Offered by Ramsey Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate NJ 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 Ramsey 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