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Bitcoin Financial Advisors in San Diego, CA
2 Vetted Professionals • CFP®, CBDA℠
Connect with certified Bitcoin financial advisors serving San Diego and the greater CA area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Robert Duncan
Financial Advisor
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.
Erick Conway
Senior Wealth Manager
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.
Why Choose a Bitcoin Financial Advisor in San Diego?
Working with a local Bitcoin financial advisor in San Diego, CA offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the CA area.
Services Offered by San Diego Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate CA tax regulations and federal cryptocurrency tax requirements
- Estate Planning: Secure your Bitcoin holdings for future generations with proper estate planning
- Custody Solutions: Expert recommendations on self-custody vs. institutional custody options
- Retirement Planning: Integrate Bitcoin into your retirement strategy, including Bitcoin IRAs
Credentials to Look For
Our San Diego Bitcoin financial advisors hold professional certifications including:
- CFP® (Certified Financial Planner): Rigorous training in comprehensive financial planning
- CFA® (Chartered Financial Analyst): Advanced investment analysis and portfolio management expertise
- CBDA℠ (Certified Bitcoin and Digital Asset Advisor): Specialized knowledge in cryptocurrency wealth management