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Bitcoin Financial Advisors in San Francisco, CA
1 Vetted Professional • CAIA®, CBDA℠
Connect with certified Bitcoin financial advisors serving San Francisco 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.
Adam Gallegos
CEO & President
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.
Why Choose a Bitcoin Financial Advisor in San Francisco?
Working with a local Bitcoin financial advisor in San Francisco, 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 Francisco 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 Francisco 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