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Bitcoin Financial Advisors in Walnut Creek, CA
1 Vetted Professional • CRPC®, CFP®, CBDA℠
Connect with certified Bitcoin financial advisors serving Walnut Creek 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.
Jon Henderson
Financial Advisor
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.
Why Choose a Bitcoin Financial Advisor in Walnut Creek?
Working with a local Bitcoin financial advisor in Walnut Creek, 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 Walnut Creek 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 Walnut Creek 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