Lance Blount — Bitcoin & Digital Asset Financial Advisor

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

Lance Blount is an Associate Director at Edelman Financial Engines, where he combines his lifelong curiosity about financial markets with a genuine passion for helping clients realize their financial goals. With a robust understanding of wealth management, Lance is dedicated to guiding individuals and families towards achieving their life dreams while fostering their financial security.

Throughout his career, Lance has developed a reputation for his approachable style and unwavering commitment to client success. He takes pride in crafting personalized financial strategies that reflect each client’s unique aspirations and circumstances, ensuring they are well-equipped to navigate their financial journeys. His expertise and empathetic approach make him a trusted partner in financial planning.

Outside of his professional endeavors, Lance enjoys spending quality time with family, exploring the great outdoors, attending live music events, and honing his culinary skills. This balance of work and personal passion enriches his life and informs his holistic approach to financial advising.