Headshot of Erick Conway, Bitcoin-aware financial advisor in San Diego, CA

Erick Conway — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Senior Wealth Manager

CBDA℠CFP®
San Diego, CA

About Erick Conway

Based in San Diego, CA, Erick Conway provides financial advisory services that integrate traditional planning with Bitcoin and digital asset considerations.

It is common for investors to ask how Bitcoin should be integrated into long term financial and retirement planning.

Erick Conway is a Senior Wealth Manager at Strong Valley Wealth and Pension, where he leverages over a decade of experience as a Certified Financial Planner™ to guide clients through the complexities of wealth management. A proud United States Marine Corps veteran and a graduate of Pepperdine University, Erick is renowned for his disciplined approach and calm leadership. He excels in helping clients navigate sophisticated strategies in investment management, tax efficiency, and wealth preservation. His talent for translating intricate market dynamics into clear, actionable insights empowers clients to make informed decisions with both precision and peace of mind.

At the core of Erick’s philosophy is a commitment to transparency, proactive communication, and long-term partnership. He believes that enduring relationships built on trust and responsiveness are essential for effective wealth management. This dedication to elite client service inspired Erick to join the Strong Valley Wealth and Pension team in 2024, where he collaborates with a team of professionals focused on delivering personalized, strategic solutions for families of significant wealth. For Erick, true wealth management transcends asset growth; it is about aligning every decision with the client’s vision for legacy, impact, and intergenerational success.

Outside of his professional endeavors, Erick is an engaged member of the Financial Planning Association. He enjoys spending his free time playing golf and beach volleyball, and he resides in San Diego with his wife, Jami, and their two dogs, Moo and Tater.

Areas of Focus

Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CBDA℠CFP®

Why You Can Trust Erick

Verified credentials and professional qualifications

Professional Credentials
CBDA℠CFP®

Licensed and certified to provide financial advisory services

Years of Experience

14+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in San Diego, CA and surrounding areas

Firm Affiliation

Strong Valley Wealth and Pension

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Erick's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

5621699

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Important questions to discuss with Erick Conway include: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Erick Conway is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.