
Financial Consultant
Rafael Blanco is a trusted Bitcoin and digital asset financial advisor serving clients in Mesa, AZ. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Rafael helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Rafael Blanco is a seasoned Financial Consultant at Charles Schwab in Phoenix, AZ, bringing over 25 years of experience in the financial services industry. His extensive expertise in investment planning allows him to guide clients through the complexities of wealth management with confidence and clarity. Rafael is dedicated to understanding each client's unique financial goals and crafting personalized strategies that align with their aspirations.
Holding the prestigious CMFC® and CWS® designations, Rafael is well-equipped with the knowledge and skills necessary to navigate an ever-evolving market landscape. He also possesses a variety of securities licenses, enhancing his ability to provide comprehensive financial solutions tailored to the specific needs of his clients.
Throughout his career, Rafael has built a reputation for his commitment to client success and his approachable demeanor, fostering lasting relationships based on trust and transparency. Outside of his professional pursuits, he enjoys spending time with his family, exploring the outdoors, and engaging in community service initiatives.
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
7+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Mesa, AZ and surrounding areas
Charles Schwab
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Important Disclaimer: Rafael Blanco 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.