Richard Eddy — Bitcoin & Digital Asset Financial Advisor

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

Richard Eddy is a co-founder and financial advisor at CONA Wealth, bringing nearly two decades of experience in financial planning and investment management since 2005. His extensive expertise encompasses a broad spectrum of financial topics, including insurance planning, risk management strategies, investment and portfolio analysis, tax planning, retirement planning, and estate preservation strategies.

As the Director of Investment Strategies, Richard plays a pivotal role in overseeing the investment portfolios for all clients, ensuring that each portfolio is meticulously optimized and aligned with their individual financial goals. His analytical skills and strategic insights have positioned him as a trusted partner for clients navigating their financial journeys.

Before entering the financial sector, Richard honed his leadership and management skills in the engineering and manufacturing industry, where he collaborated with some of the world's leading aerospace and technology firms. This background not only enriched his business acumen but also provided him with a unique perspective on the complexities of financial planning.

Outside of his professional commitments, Richard is actively engaged in his community and enjoys spending quality time with his wife and their lively Labrador Retriever, Cora. He has also contributed his time and expertise as a member of the Board of Directors for Building a Generation, a non-profit organization dedicated to serving families in the East Valley of San Bernardino.