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Ann Crehan

Ann Crehan — Bitcoin & Digital Asset Financial Advisor

Executive Director, Financial Planning

CFP®CRPC®CBDA℠
Washington, DC

About Ann Crehan

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

Ann Crehan is an Executive Director of Financial Planning at Edelman Financial Engines, where she brings a wealth of expertise to clients and their families. With a commitment to helping individuals achieve their financial hopes and dreams, Ann provides tailored guidance on a broad spectrum of financial goals, from saving for a new home to funding education and planning for a secure retirement.

Throughout her career, Ann has cultivated a diverse clientele, leveraging her deep understanding of financial strategies to empower clients in navigating their unique circumstances. Her approachable demeanor and attentive service have earned her a reputation as a trusted advisor, dedicated to fostering long-lasting relationships built on confidence and transparency.

Outside of her professional endeavors, Ann enjoys traveling, especially to connect with family in Ireland. She is also passionate about hiking and long walks, often finding joy in entertaining friends and family.

Credentials & Licenses

CFP®CRPC®CBDA℠

Why You Can Trust Ann

Verified credentials and professional qualifications

Professional Credentials
CFP®CRPC®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

28+ 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 Washington, DC and surrounding areas

Firm Affiliation

Edelman Financial Engines

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

Verify Ann's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

2808069

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: Ann Crehan 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.