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Bitcoin Financial Advisors in White Plains, NY
1 Vetted Professional • CMFC™, CRPC™, RFC®
Connect with certified Bitcoin financial advisors serving White Plains 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.
Kevin Maguire
Director, Financial Planning
CMFC™CRPC™RFC®
Kevin Maguire is the Director of Financial Planning at Edelman Financial Engines, where he brings over 37 years of experience as a fee-only, fiduciary investment advisor and financial planner. Throughout his distinguished career, Kevin has dedicated himself to helping clients build wealth, prepare for retirement, fund their children's education, and efficiently transfer their estates while minimizing tax liabilities. His approach is rooted in goal-based financial planning, allowing him to create and implement diversified investment portfolios tailored to each client's unique time horizon, risk tolerance, and overall financial objectives. Kevin's commitment to his clients and their financial well-being is evident in the personalized strategies he develops, ensuring they feel informed and confident in their financial decisions. Outside of his professional endeavors, Kevin enjoys spending time with his family, emphasizing the importance of building lasting legacies both financially and personally.
Why Choose a Bitcoin Financial Advisor in White Plains?
Working with a local Bitcoin financial advisor in White Plains, 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 White Plains 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 White Plains 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