Does Bitcoin Wealth Platform provide investment advice?

No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.

How should I evaluate an advisor listed here?

Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.

Are all advisors on this site Bitcoin experts?

Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.

Is working with a Bitcoin aware advisor right for me?

That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.

Home/Find Advisors/California/Robert Duncan

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Robert Duncan — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Financial Advisor

CFP®CBDA℠

San Diego, CA

Contact Robert Duncan

info@duncanfunding.com 858-205-4236 duncanfunding.com

About Robert Duncan

Robert Duncan serves clients in San Diego, 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.

Robert Duncan is a financial strategist specializing in advanced tax optimization and wealth preservation for high-net-worth individuals and business owners. Drawing directly from the U.S. tax code, Robert develops strategies that help clients reduce their tax burden—legally, ethically, and responsibly—while creating long-term financial peace of mind for themselves and their families.

He believes that every individual has a financial plan, whether by design or by default. His mission is to ensure that his clients fully understand the cost and opportunity of theirs.

For business owners paying six-figure tax bills, individuals with significant IRA balances, or families with over $20 million in investable assets, Robert provides clarity, structure, and access to overlooked opportunities within the tax code. His work consistently uncovers strategies that empower clients to retain more of their wealth, enhance their legacy, and achieve lasting financial confidence.

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

CFP®CBDA℠

Why You Can Trust Robert

Verified credentials and professional qualifications

Professional Credentials

CFP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

3+ 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

Duncan Funding Partners

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

Verify Robert's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

2673645

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

When you speak with Robert Duncan, you may want to ask questions like: 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: Robert Duncan 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.

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