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Rafael Blanco

Rafael Blanco — Bitcoin & Digital Asset Financial Advisor

Financial Consultant

CBDA℠
Mesa, AZ

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About Rafael Blanco

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.

Credentials & Licenses

CBDA℠

Why You Can Trust Rafael

Verified credentials and professional qualifications

Professional Credentials
CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

7+ 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 Mesa, AZ and surrounding areas

Firm Affiliation

Charles Schwab

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Rafael's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

6908039

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: 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.