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Bitcoin Financial Advisors in Somers, NY
1 Vetted Professional • CBDA℠, CFP®, CRPC®
Connect with certified Bitcoin financial advisors serving Somers 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.
Joanna Cecilia-Fleming
PARTNER, FINANCIAL ADVISOR, & MANAGING DIRECTOR
CBDA℠CFP®CRPC®
Joanna Cecilia-Fleming is a seasoned financial planner based in White Plains, NY, where she serves as a Partner, Financial Advisor, and Managing Director at Prime Financial. With over 20 years of experience in the industry, Joanna is committed to empowering individuals and families to achieve their financial well-being and retirement aspirations. Her practice encompasses a comprehensive suite of services, including financial planning, retirement planning, investment management, insurance guidance, tax planning, and estate planning. Joanna holds several prestigious credentials, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC®), Registered Financial Consultant® (RFC®), and Certified in Blockchain and Digital Assets℠ (CBDA℠). Her client-centric approach and deep passion for helping clients navigate their financial journeys have earned her recognition and trust in the wealth management community. Joanna earned her Bachelor of Science in Management from Becker College, which laid the foundation for her extensive career. She finds immense satisfaction in witnessing her clients reach their retirement goals, a testament to her dedication and expertise. Outside of her professional pursuits, Joanna enjoys traveling and cherishing time with her husband and daughter, while also passionately supporting her favorite baseball team, the New York Yankees.
Why Choose a Bitcoin Financial Advisor in Somers?
Working with a local Bitcoin financial advisor in Somers, 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 Somers 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 Somers 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