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Bitcoin Financial Advisors in Marina Del Rey, CA
1 Vetted Professional • CFP®, CBDA℠
Connect with certified Bitcoin financial advisors serving Marina Del Rey and the greater CA area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Larry Koeppel
Founder
CFP®CBDA℠
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.
Why Choose a Bitcoin Financial Advisor in Marina Del Rey?
Working with a local Bitcoin financial advisor in Marina Del Rey, CA offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the CA area.
Services Offered by Marina Del Rey Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate CA 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 Marina Del Rey 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