David Balestriere — Bitcoin & Digital Asset Financial Advisor

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

David Balestriere is a dedicated Director at Edelman Financial Engines, where he specializes in helping families navigate their financial journeys. With a deep passion for developing tailored strategies, David is committed to empowering clients to achieve their financial and retirement aspirations. His extensive experience in wealth management enables him to provide insightful guidance that caters to the unique needs of each family he serves.

Throughout his career, David has honed his expertise in financial planning, ensuring that his clients are well-equipped to make informed decisions about their futures. His approach combines a thorough understanding of market dynamics with a personal touch, fostering long-lasting relationships built on trust and transparency. David's qualifications and achievements reflect his commitment to excellence in the financial advisory field.

Outside of his professional endeavors, David cherishes time spent with his family. He believes in the importance of a balanced lifestyle and enjoys staying active by working out and engaging in sports with his children, reinforcing his belief that financial well-being is just one aspect of a fulfilling life.