Corey Fast — Bitcoin & Digital Asset Financial Advisor
Executive Director, Financial Planning
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About Corey Fast
Corey Fast is a trusted Bitcoin and digital asset financial advisor serving clients in Anaheim, CA. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Corey helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Corey Fast is an experienced financial planner with a career spanning since 2006. Currently serving as the Executive Director of Financial Planning at Edelman Financial Engines, Corey specializes in retirement planning, guiding clients toward the realization of their financial aspirations—whether that means purchasing a home, saving for college, or ensuring a secure retirement.
Throughout his career, Corey has developed a reputation for his client-centric approach, combining deep industry knowledge with a genuine commitment to understanding each client's unique needs. His expertise in financial planning is complemented by a wealth of hands-on experience, allowing him to craft tailored strategies that empower clients to achieve their goals with confidence.
Outside of his professional endeavors, Corey enjoys immersing himself in live music and embarking on road trip adventures with his family, exploring new destinations and creating lasting memories together.
Credentials & Licenses
Why You Can Trust Corey
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
20+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Anaheim, CA and surrounding areas
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.
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Important Disclaimer: Corey Fast 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.