Back to All Advisors
Bitcoin Financial Advisors in Wilkes Barre, PA
1 Vetted Professional • CLU®, ChFC®, CBDA℠
Connect with certified Bitcoin financial advisors serving Wilkes Barre and the greater PA area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Bryan Boyle
Financial Consultant
CLU®ChFC®CBDA℠
Bryan Boyle is a dedicated Financial Consultant with a practice located in Wilkes-Barre, PA, where he specializes in estate planning, executive compensation, personal financial planning, and investment services tailored to meet the needs of both business and individual clients. His comprehensive approach combines his extensive knowledge and expertise to help clients achieve their financial goals with confidence. Bryan's impressive credentials include the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Property and Casualty Underwriter (CPCU) designations, along with a Master of Science Degree in Financial Services (MSFS), specializing in Estate Planning and Taxation. As a registered representative, he offers securities through Cambridge Investment Research, Inc., a Broker/Dealer and member of FINRA/SIPC, and serves as an investment advisor representative with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor based in Fairfield, IA. Beyond his professional achievements, Bryan is committed to fostering long-term relationships with his clients, understanding that trust and communication are essential in navigating the complexities of financial planning. When he’s not helping clients secure their financial future, Bryan enjoys spending quality time with his family and exploring the beautiful landscapes of Pennsylvania.
Why Choose a Bitcoin Financial Advisor in Wilkes Barre?
Working with a local Bitcoin financial advisor in Wilkes Barre, PA offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the PA area.
Services Offered by Wilkes Barre Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate PA 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 Wilkes Barre 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