Headshot of Larry Koeppel, Bitcoin-aware financial advisor in Marina Del Rey, CA

Larry Koeppel — Bitcoin & Digital Asset Financial Advisor

Last updated November 29, 2025

Founder

CFP®CBDA℠
Marina Del Rey, CA

About Larry Koeppel

Larry Koeppel serves clients in Marina Del Rey, CA as a financial advisor with experience across retirement planning, investments, and Bitcoin oriented conversations.

A frequent topic in planning conversations is the role Bitcoin can play alongside more traditional investments.

Larry Koeppel is the Founder of Digital Wealth, bringing 24 years of experience in financial planning to his role. As a Certified Financial Planner (CFP®) and a Chartered Blockchain and Digital Assets professional (CBDA), he has carved out a niche in serving technology professionals. Larry possesses a deep understanding of the unique financial landscape that characterizes the tech industry, allowing him to provide tailored guidance to his clients.

Under Larry's leadership, Digital Wealth is committed to helping clients navigate the complexities of modern wealth management. He is particularly focused on the challenges and opportunities presented by cryptocurrency and digital assets, ensuring that his clients are well-equipped to make informed financial decisions in the digital age.

Outside of his professional pursuits, Larry enjoys staying connected to the evolving tech landscape and exploring innovative solutions that can further enhance his clients' financial journeys.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust Larry

Verified credentials and professional qualifications

Professional Credentials
CFP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

24+ 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 Marina Del Rey, CA and surrounding areas

Firm Affiliation

Digital Wealth

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

Questions to Ask This Advisor

Important questions to discuss with Larry Koeppel 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: Larry Koeppel 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.