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Bitcoin Financial Advisors in Farmington, CT
1 Vetted Professional • CFP®, CBDA℠
Connect with certified Bitcoin financial advisors serving Farmington and the greater CT area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Brendan Kenny
Director
CFP®CBDA℠
Brendan Kenny is a Director at Edelman Financial Engines, bringing over 21 years of experience in financial planning to his clients. As a Certified Financial Planner™ (CFP®) and a Chartered Benefit Designation Analyst℠ (CBDA℠), he specializes in delivering comprehensive financial guidance that addresses both traditional wealth management and the dynamic world of digital assets. Throughout his career, Brendan has developed a strong expertise in portfolio management, retirement planning, and tax-efficient strategies. He is committed to helping clients navigate the complexities of their financial journeys, ensuring that their goals are met with personalized and strategic solutions. His extensive knowledge and hands-on approach enable him to build lasting relationships based on trust and understanding. Outside of his professional endeavors, Brendan enjoys spending time with his family and exploring new financial technologies, which further enhances his ability to provide innovative solutions for his clients.
Why Choose a Bitcoin Financial Advisor in Farmington?
Working with a local Bitcoin financial advisor in Farmington, CT offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the CT area.
Services Offered by Farmington Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate CT 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 Farmington 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