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Bob Andreola

Bob Andreola — Bitcoin & Digital Asset Financial Advisor

Financial Planning Director

CFP®CBDA℠
Norwood, MA

About Bob Andreola

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

Bob Andreola serves as the Financial Planning Director at Edelman Financial Engines, bringing nearly 31 years of experience in the financial services industry. With a strong emphasis on personalized retirement income strategies, Bob is dedicated to helping clients navigate the complexities of financial planning and achieve their long-term goals. His extensive career has been marked by a commitment to exceptional client service and tailored financial solutions.

Throughout his impressive tenure, Bob has honed his expertise in retirement income strategies, ensuring that his clients feel confident and secure in their financial futures. His deep understanding of the industry allows him to provide insightful guidance, empowering individuals to make informed decisions about their financial well-being.

Beyond his professional accomplishments, Bob values the importance of building meaningful relationships with his clients, taking the time to understand their unique needs and aspirations. In his personal life, he enjoys spending quality time with his family and exploring the outdoors, reflecting his belief in the importance of balance and well-being.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust Bob

Verified credentials and professional qualifications

Professional Credentials
CFP®CBDA℠

Licensed and certified to provide financial advisory services

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Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Norwood, MA 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 Bob's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

1924032

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: Bob Andreola 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.