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Jaime Benedetti

Jaime Benedetti — Bitcoin & Digital Asset Financial Advisor

MANAGING PRINCIPAL

CBDA℠CFP®
Atlanta, GA

About Jaime Benedetti

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

Jaime Benedetti is the Managing Principal at BEAM Wealth Advisors and BGA Wealth, where he combines over 20 years of financial planning expertise with a deep commitment to client success. With a solid academic foundation in Computer Science from the University of Dayton and Georgia State University, Jaime is not only a practicing Financial Planner but also holds esteemed credentials as a Certified Financial Planner® (CFP®), Chartered Retirement Planning Counselor® (CRPC®), and Accredited Investment Fiduciary (AIF®). His dedication to education is evident in his five years of teaching the Retirement Planning curriculum at Emory University’s Certified Financial Planner Program.

Jaime's extensive experience includes advising individual clients and enhancing Qualified Retirement Plans for businesses of varying sizes, from 50 to 1,000 employees. He works closely with business owners, CFOs, and Heads of Human Resources to ensure their retirement offerings are effective and beneficial. Particularly noted for his expertise in developing tailored retirement solutions for physicians, dentists, and attorneys, Jaime excels at addressing the unique needs of high-earning professionals within their practices.

Under Jaime's leadership, the firm has successfully navigated eight acquisitions, significantly expanding its team and increasing Assets Under Management to over $1.7 billion. He was also pioneering in his initiative to incorporate digital assets into client portfolios, a move that, while initially controversial, has proven beneficial for clients as it has yielded notable growth across all portfolios. A native of Colombia, Jaime has shared his insights on financial planning with a wider audience through appearances on CNN Español and various national and local media outlets. Outside of work, Jaime enjoys spending time with his family and embracing the vibrant culture of his community.

Credentials & Licenses

CBDA℠CFP®

Why You Can Trust Jaime

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Professional Credentials
CBDA℠CFP®

Licensed and certified to provide financial advisory services

Years of Experience

5+ 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 Atlanta, GA and surrounding areas

Firm Affiliation

BEAM Wealth Advisors and BGA Wealth

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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SEC/FINRA CRD Number

4524413

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: Jaime Benedetti 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.