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Bitcoin Financial Advisors in Miami Beach, FL
1 Vetted Professional • AAMS, CMFC, CBDA℠
Connect with certified Bitcoin financial advisors serving Miami Beach and the greater FL area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
David Kassir
Managing Director
AAMSCMFCCBDA℠
David Kassir is the Managing Director at Manna Wealth Management, bringing 28 years of experience in the financial services industry. He has honed his expertise in real estate investment advice and wealth-building strategies, allowing him to deliver sophisticated guidance to clients facing complex financial decisions. David's extensive background empowers him to approach wealth management comprehensively, ensuring that clients can effectively build and preserve their financial legacies. Throughout his career, David has developed a reputation for being approachable and insightful, making him a trusted advisor to many. His commitment to understanding each client's unique goals and circumstances sets him apart in the industry, enabling him to provide tailored solutions that resonate with their financial aspirations. Outside of his professional endeavors, David values the importance of community and often engages in local initiatives that promote financial literacy. He believes that informed clients are empowered clients, and he strives to share his knowledge and passion for wealth management with others.
Why Choose a Bitcoin Financial Advisor in Miami Beach?
Working with a local Bitcoin financial advisor in Miami Beach, FL offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the FL area.
Services Offered by Miami Beach Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate FL 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 Miami Beach 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