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Adam Gallegos

Adam Gallegos — Bitcoin & Digital Asset Financial Advisor

CEO & President

CAIA®CBDA℠
San Francisco, CA

About Adam Gallegos

Adam Gallegos is a trusted Bitcoin and digital asset financial advisor serving clients in San Francisco, CA. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Adam helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.

Adam Gallegos is the President and CEO of The Foundation Investment Group, bringing over 20 years of financial services expertise to his role as an investment advisor. A Chartered Alternative Investment Analyst (CAIA), Adam has developed a deep knowledge of alternative investment strategies, encompassing public and private real estate, global macro, long-short equity, managed futures, event-driven investments, fixed income long-short, venture capital, and private equity. Before leading The Foundation Investment Group, he honed his skills as a senior consultant at esteemed firms such as W.P. Carey, Inc., Altegris Investments, and Kensington Investment Group. Adam began his career as an analyst at JP Morgan Chase & Co. and Barclays Global Investors, laying a strong foundation for his extensive understanding of complex financial markets.

Adam earned his Bachelor of Science degree in business administration with a concentration in finance from California State University at Sacramento. He holds multiple FINRA securities registrations, including Series 3, 7, 30, and 66, underscoring his commitment to maintaining the highest standards in the industry.

Outside of his professional achievements, Adam is a former nationally ranked motocross racer whose passion for sports continues to thrive. He enjoys spending quality time with his wife, Christine, and their two sons, who are developing their own interests in golf, fishing, and the great outdoors. Their travels to over 40 countries have enriched Adam's perspective on global markets, further enhancing his ability to navigate the complexities of today's financial landscape.

Credentials & Licenses

CAIA®CBDA℠

Why You Can Trust Adam

Verified credentials and professional qualifications

Professional Credentials
CAIA®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

23+ 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 Francisco, CA and surrounding areas

Firm Affiliation

The Foundation Investment Group

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

Verify Adam's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

4444399

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.

Important Disclaimer: Adam Gallegos 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.