Robert Duncan — Bitcoin & Digital Asset Financial Advisor
Financial Advisor
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About Robert Duncan
Robert Duncan is a trusted Bitcoin and digital asset financial advisor serving clients in San Diego, CA. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Robert helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Robert Duncan is a financial strategist specializing in advanced tax optimization and wealth preservation for high-net-worth individuals and business owners. Drawing directly from the U.S. tax code, Robert develops strategies that help clients reduce their tax burden—legally, ethically, and responsibly—while creating long-term financial peace of mind for themselves and their families.
He believes that every individual has a financial plan, whether by design or by default. His mission is to ensure that his clients fully understand the cost and opportunity of theirs.
For business owners paying six-figure tax bills, individuals with significant IRA balances, or families with over $20 million in investable assets, Robert provides clarity, structure, and access to overlooked opportunities within the tax code. His work consistently uncovers strategies that empower clients to retain more of their wealth, enhance their legacy, and achieve lasting financial confidence.
Credentials & Licenses
Why You Can Trust Robert
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
3+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in San Diego, CA and surrounding areas
Duncan Funding Partners
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
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Important Disclaimer: Robert Duncan 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.