Crypto FP Web

Crypto for Planners

Helping financial advisors develop cryptocurrency solutions and strategies for their clients

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Digital Asset Solutions for Financial Planners

All fiduciaries should study digital assets and emerging FinTech solutions. Collaborating with our peers, reviewing the data, and sharing best practices is how we will move our profession forward.

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PlannerDAO

PlannerDAO is a decentralized community of financial advisors building educational and planning tools for a more fair and independent financial system.

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Certified Digital Asset Advisor

Every day Bitcoin and Cryptocurrency are making headlines and catching the attention of our clients. Receive a Certification in Digital Assets, so you can help your clients now, and in the future.

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CFP Podcast

We cover how RIAs are implementing digital assets into their businesses, discuss how planners are introducing crypto to their clients, and cover the latest developments in blockchain that will impact your future as a financial planner.

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Advisor Education

Keeping up to date with the latest developments in crypto is a nearly impossible task. Learn how to stay current and one step ahead of this rapidly evolving industry.

Join the Newsletter

Stay up to date on the latest cryptocurrency trends affecting financial advisors and their clients!

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© Steve Larsen, CPA, CFP®, 2021

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