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James Eckley

James Eckley — Bitcoin & Digital Asset Financial Advisor

Financial Advisor

CBDA℠CFP®
Oxnard, CA

About James Eckley

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

James Eckley is a seasoned Financial Advisor at Hardworking Capital Advisors, bringing nearly 31 years of comprehensive experience in the financial services industry. His career journey spans both the retail and corporate sectors, where he has played a pivotal role in training and interviewing hundreds of Financial Advisors across Southern California and Las Vegas.

Throughout his career, James has held significant leadership positions, including Vice President and Regional Sales Manager at national financial organizations. His expertise encompasses estate planning, retirement planning, and financial services tailored to the public, private, and non-profit sectors. He has developed and conducted high-level training programs on topics such as retirement income planning, annuities, and life insurance, empowering advisors to better serve their clients.

James’s extensive background equips him with a profound understanding of the complexities surrounding Wealth Advisory, Risk Management, Estate Planning, and Senior Transition Planning. He is committed to leveraging the latest innovations in the industry to address these challenges effectively.

Beyond his professional endeavors, James is dedicated to giving back to his community. As a past member and Director of the Financial Planning Association of Ventura County, he played a key role in rechartering the chapter. His involvement with the Rotary Club of Westlake Village Sunrise and various local charitable organizations reflects his belief in the importance of community service and making a positive impact.

Credentials & Licenses

CBDA℠CFP®

Why You Can Trust James

Verified credentials and professional qualifications

Professional Credentials
CBDA℠CFP®

Licensed and certified to provide financial advisory services

Years of Experience

33+ 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 Oxnard, CA and surrounding areas

Firm Affiliation

Hardworking Capital Advisors

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

1873621

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: James Eckley 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.