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Bitcoin Financial Advisors in Tulsa, OK
1 Vetted Professional • CBDA℠, CFP®
Connect with certified Bitcoin financial advisors serving Tulsa and the greater OK area. Our vetted professionals specialize in cryptocurrency wealth management, Bitcoin portfolio allocation, and tax-efficient strategies for high-net-worth investors.
Natalie Haggard
Senior Wealth Advisor
CBDA℠CFP®
Natalie Haggard is a Senior Wealth Advisor at Mariner Wealth Advisors, where she specializes in providing tailored financial advice and solutions for executives, retirees, business owners, and families. With a commitment to helping her clients achieve their financial goals, Natalie draws on her diverse experience in the finance sector, which began at Adams Hall. Throughout her career there, she held various roles including operations, communications, marketing, client service associate, and wealth advisor, ultimately bringing a comprehensive understanding of the financial landscape to her current position following Mariner's acquisition of Adams Hall. Natalie holds a bachelor's degree in journalism and public relations, as well as a master’s degree in business administration, both from Oklahoma State University. This solid educational foundation complements her hands-on experience, allowing her to effectively communicate complex financial concepts and strategies to her clients. Outside of her professional life, Natalie is a devoted mother to two daughters and an enthusiastic supporter of the Oklahoma State Cowboys. She enjoys staying active as a Peloton® rider and is proud to have served as the former president of the Tulsa Chapter Board of the Oklahoma State University Alumni Association, reflecting her commitment to community and lifelong learning.
Why Choose a Bitcoin Financial Advisor in Tulsa?
Working with a local Bitcoin financial advisor in Tulsa, OK offers unique advantages for cryptocurrency investors. Our certified professionals understand both the complexities of Bitcoin wealth management and the specific financial landscape of the OK area.
Services Offered by Tulsa Bitcoin Advisors
- Bitcoin Portfolio Allocation: Strategic guidance on optimal Bitcoin exposure based on your risk tolerance and financial goals
- Tax-Efficient Strategies: Navigate OK 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 Tulsa 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