Jon Henderson — Bitcoin & Digital Asset Financial Advisor
Financial Advisor
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About Jon Henderson
Jon Henderson is a trusted Bitcoin and digital asset financial advisor serving clients in Walnut Creek, CA. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Jon helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Jon is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor (CRPC®), and a California Registered Tax Preparer (CRTP). Recognizing the need for a family office experience, Jon launched Echo45 Tax and Estate to provide integrated tax preparation, estate planning, and wealth management services. His deep commitment to Trustee Services allows him to assist individuals navigating the complexities of estate management—whether they are acting as trustees, planning their legacy, or ensuring the seamless transfer of assets to future generations. Jon works closely with retirees and their families to create personalized strategies that align with their long-term financial goals.
Specializing in personal financial planning, retirement planning, and portfolio management, Jon takes a comprehensive approach to helping clients secure their financial future. With a BA in communications from San Diego State University, he is passionate about educating clients on all aspects of their finances. He has also earned the Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals and New York Institute of Finance, equipping him to guide clients through the rapidly evolving cryptocurrency space.
A technology enthusiast and early adopter of new technologies, Jon actively embraces the high-tech world of wealth management, having been in the industry long enough to remember when stock quotes were stated in fractions. He harnesses today's robust FinTech offerings to enhance client experiences in meaningful ways.
Credentials & Licenses
Why You Can Trust Jon
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
25+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Walnut Creek, CA and surrounding areas
Echo45 Advisors
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Important Disclaimer: Jon Henderson 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.