Bitcoin in California
Market snapshot and regulatory overview
State Capital Gains Tax
13.3%
High Tax
Bitcoin Businesses
450+
Active companies
Regulatory Stance
Favorable
Business climate
Adoption Level
High
Market maturity
California leads the nation in Bitcoin and cryptocurrency adoption, with a progressive regulatory environment and a thriving tech ecosystem. From Silicon Valley to Los Angeles, California is home to numerous cryptocurrency businesses and Bitcoin-forward financial advisors who specialize in helping high-net-worth individuals navigate digital asset investments. The state's innovative financial landscape makes it crucial to work with advisors who understand both traditional wealth management and cryptocurrency-specific tax strategies, custody solutions, and estate planning considerations.
Disclaimer: Tax rates and regulations subject to change. Bitcoin business counts are estimates. Consult with a qualified tax professional for personalized advice.
Certified Bitcoin Financial Advisors in California
Adam Gallegos
CEO & President
San Francisco, CA
Featured
CAIA®CBDA℠
Adam Gallegos is the President and CEO of The Foundation Investment Group, bringing over 20 years of financial services expertise to his role as an investment advisor. A Chartered Alternative Investment Analyst (CAIA), Adam has developed a deep knowledge of alternative investment strategies, encompassing public and private real estate, global macro, long-short equity, managed futures, event-driven investments, fixed income long-short, venture capital, and private equity. Before leading The Foundation Investment Group, he honed his skills as a senior consultant at esteemed firms such as W.P. Carey, Inc., Altegris Investments, and Kensington Investment Group. Adam began his career as an analyst at JP Morgan Chase & Co. and Barclays Global Investors, laying a strong foundation for his extensive understanding of complex financial markets. Adam earned his Bachelor of Science degree in business administration with a concentration in finance from California State University at Sacramento. He holds multiple FINRA securities registrations, including Series 3, 7, 30, and 66, underscoring his commitment to maintaining the highest standards in the industry. Outside of his professional achievements, Adam is a former nationally ranked motocross racer whose passion for sports continues to thrive. He enjoys spending quality time with his wife, Christine, and their two sons, who are developing their own interests in golf, fishing, and the great outdoors. Their travels to over 40 countries have enriched Adam's perspective on global markets, further enhancing his ability to navigate the complexities of today's financial landscape.
Robert Duncan
Financial Advisor
San Diego, CA
Featured
CFP®CBDA℠
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.
Christopher Hacker
Vice President
Browns Valley, CA
CBDA℠
Christopher Hacker is a Certified Plan Fiduciary Advisor (CPFA) and currently serves as Vice President at RMR Wealth Builders. With a deep commitment to guiding corporate retirement plans, non-profit retirement plans, and high-net-worth families, Christopher specializes in acting as an investment fiduciary. His expertise in navigating the intricate regulatory landscape ensures that clients receive cost-effective and transparent solutions while effectively reducing liability for all parties involved. As a seasoned ERISA consultant, Christopher is recognized as a trusted partner in retirement planning, offering comprehensive advisory services as either a 3(21) or 3(38) fiduciary. His extensive knowledge and dedication to client success have earned him accolades, including being named a Top DC Advisor Team by the National Association of Plan Advisors (NAPA) in 2017, as well as recognition in the Financial Times’ list of 401 Top Retirement Plan Advisors from 2015 to 2019. Outside of his professional endeavors, Christopher enjoys spending quality time with his family, reflecting his belief in the importance of strong relationships both personally and professionally.
Corey Fast
Executive Director, Financial Planning
Anaheim, CA
CFP®CBDA℠
Corey Fast is an experienced financial planner with a career spanning since 2006. Currently serving as the Executive Director of Financial Planning at Edelman Financial Engines, Corey specializes in retirement planning, guiding clients toward the realization of their financial aspirations—whether that means purchasing a home, saving for college, or ensuring a secure retirement. Throughout his career, Corey has developed a reputation for his client-centric approach, combining deep industry knowledge with a genuine commitment to understanding each client's unique needs. His expertise in financial planning is complemented by a wealth of hands-on experience, allowing him to craft tailored strategies that empower clients to achieve their goals with confidence. Outside of his professional endeavors, Corey enjoys immersing himself in live music and embarking on road trip adventures with his family, exploring new destinations and creating lasting memories together.
Erick Conway
Senior Wealth Manager
San Diego, CA
CBDA℠CFP®
Erick Conway is a Senior Wealth Manager at Strong Valley Wealth and Pension, where he leverages over a decade of experience as a Certified Financial Planner™ to guide clients through the complexities of wealth management. A proud United States Marine Corps veteran and a graduate of Pepperdine University, Erick is renowned for his disciplined approach and calm leadership. He excels in helping clients navigate sophisticated strategies in investment management, tax efficiency, and wealth preservation. His talent for translating intricate market dynamics into clear, actionable insights empowers clients to make informed decisions with both precision and peace of mind. At the core of Erick’s philosophy is a commitment to transparency, proactive communication, and long-term partnership. He believes that enduring relationships built on trust and responsiveness are essential for effective wealth management. This dedication to elite client service inspired Erick to join the Strong Valley Wealth and Pension team in 2024, where he collaborates with a team of professionals focused on delivering personalized, strategic solutions for families of significant wealth. For Erick, true wealth management transcends asset growth; it is about aligning every decision with the client’s vision for legacy, impact, and intergenerational success. Outside of his professional endeavors, Erick is an engaged member of the Financial Planning Association. He enjoys spending his free time playing golf and beach volleyball, and he resides in San Diego with his wife, Jami, and their two dogs, Moo and Tater.
James Eckley
Financial Advisor
Oxnard, CA
CBDA℠CFP®
James Eckley is a seasoned Financial Advisor at Hardworking Capital Advisors, bringing nearly 31 years of comprehensive experience in the financial services industry. His career journey spans both the retail and corporate sectors, where he has played a pivotal role in training and interviewing hundreds of Financial Advisors across Southern California and Las Vegas. Throughout his career, James has held significant leadership positions, including Vice President and Regional Sales Manager at national financial organizations. His expertise encompasses estate planning, retirement planning, and financial services tailored to the public, private, and non-profit sectors. He has developed and conducted high-level training programs on topics such as retirement income planning, annuities, and life insurance, empowering advisors to better serve their clients. James’s extensive background equips him with a profound understanding of the complexities surrounding Wealth Advisory, Risk Management, Estate Planning, and Senior Transition Planning. He is committed to leveraging the latest innovations in the industry to address these challenges effectively. Beyond his professional endeavors, James is dedicated to giving back to his community. As a past member and Director of the Financial Planning Association of Ventura County, he played a key role in rechartering the chapter. His involvement with the Rotary Club of Westlake Village Sunrise and various local charitable organizations reflects his belief in the importance of community service and making a positive impact.
Jon Henderson
Financial Advisor
Walnut Creek, CA
CRPC®CFP®CBDA℠
Jon is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor (CRPC®), and a California Registered Tax Preparer (CRTP). Recognizing the need for a family office experience, Jon launched Echo45 Tax and Estate to provide integrated tax preparation, estate planning, and wealth management services. His deep commitment to Trustee Services allows him to assist individuals navigating the complexities of estate management—whether they are acting as trustees, planning their legacy, or ensuring the seamless transfer of assets to future generations. Jon works closely with retirees and their families to create personalized strategies that align with their long-term financial goals. Specializing in personal financial planning, retirement planning, and portfolio management, Jon takes a comprehensive approach to helping clients secure their financial future. With a BA in communications from San Diego State University, he is passionate about educating clients on all aspects of their finances. He has also earned the Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals and New York Institute of Finance, equipping him to guide clients through the rapidly evolving cryptocurrency space. A technology enthusiast and early adopter of new technologies, Jon actively embraces the high-tech world of wealth management, having been in the industry long enough to remember when stock quotes were stated in fractions. He harnesses today's robust FinTech offerings to enhance client experiences in meaningful ways.
Lance Blount
Associate Director
San Juan Capistrano, CA
CBDA℠CFP®
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.
Richard Eddy
Financial Advisor
La Verne, CA
CIMA®CBDA℠
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.