CERTIFIED DIGITAL ASSET ADVISOR

Traditional or digital, our advisors know
how to manage it.

Certified Digital Asset Advisors are educated in both the traditional and digital financial world.

CDAA graduates have completed a minimum of 12 hours of CDAA coursework and passed a final exam to display their knowledge in different aspects of cryptocurrency, blockchain technology, and decentralized finance to provide you with the highest level of service and education.

View the CDAA Education Requirements

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LICENSED

Alexander Aufreiter

Linz

,

Oberösterreich

International Tax & Private Clients

LICENSED

Evaristo Herrera

Lisle

,

IL

Senior Account Manager

LICENSED

Shabana Nathoo

Houston

,

TX

Physicians, Expats

LICENSED

Terris Foley

Las Vegas

,

Nevada

Certified Cryptocurrency Expert, CCE™ • Certified NFT Expert™ • Certified Enterprise Blockchain Professional, CEBP™

Accredited Investors

LICENSED

Mia Samson

Los Angeles

,

CA

Gen Z, Millenials, Women

LICENSED

Daniel W. Leonard

San Ramon

,

CA

I focus on retirement planning for my clients, help them save for and thrive in retirement. Whether you are just starting and all you have in a 401k account or you have a large portfolio and are retired. I am not taking Digital Asset only clients, all Digital Asset client have some type of traditional financial planning arrangement with my firm in additional to digital assets.

LICENSED

Luiz Pacheco

Miami

,

FL

CFA, CFP®, CAIA

LICENSED

Kyle Cooper

Okemos

,

Michigan

Young Professionals, Business Owners, Pre-Retirees

LICENSED

Nick Booth

North Bethesda

,

MD

Comprehensive Financial Planning for Millennials

LICENSED

Steve Larsen

Spokane

,

WA

LICENSED

Treyton DeVore

Kansas City

,

MO

Creators, Solopreneurs, Crypto, Equity Comp

LICENSED

Nicholas Bjorklund

Denver

,

Colorado

Mr. Bjorklund works with individuals, business and charitable organizations in the United States.

LICENSED

Adam Recker

Chicago

,

IL

Investment Management

LICENSED

James Mantia

Chicago

,

IL

Senior Account Manager

LICENSED

James Vermillion

Lexington

,

KY

Millennials, Entrepreneurs

LICENSED

Joseph Stacy

Alpharetta

,

GA

Entrepreneurs, Technology & Healthcare Professionals

LICENSED

Paul Farella

Pittsfield

,

MA

Crypto, Digital Assets, ESG

LICENSED

Ryan Antepenko

Cincinnati

,

OH

LICENSED

Michael Prepelica

Chicago

,

IL

Senior Account Manger

LICENSED

Josh Tucker

Portland

,

ME

LICENSED

Victor Obisesan

Rosharon

,

TX

LICENSED

Jessica Rebmann

Lafayette

,

IN

Accredited Investors

LICENSED

Renee LaRocca

Spokane

,

WA

B.S. Mechanical Engineering, MBA, MS

Crypto - general applications, defining a system to use crypto for the unbanked

LICENSED

Emily Rassam

Charlotte

,

NC

CFP, AIFA, CRPS, NSSA, CDAA

Our clients typically range from mid-career professionals to those who are early in retirement.

LICENSED

James Carlson

Mansfield

,

Massachusetts

Firefighters with Dual Incomes

LICENSED

Bradley Van Vechten

Bellevue

,

WA

CFP®, CIMA, CLU, ChFC, AIF

Individuals, families, and small businesses

LICENSED

Nathan Kosman

Cincinnati

,

OH

LICENSED

Richard Archer

Austin

,

Texas

CDAA, CFA, CFP, MBA

Busy professionals who want to take control of their finances

LICENSED

Kelly Jennings

Chapel Hill

,

NC

High Income Low Net Worth

LICENSED

Darren Straniero

Darnestown

,

MD

Married couples (ages 35-55)

LICENSED

Stuart Bostock

Grand Cayman

,

not in US or Canada

Alternative Investors, Entrepreneurs, Global Citizens & Change Agents

LICENSED

Chris Hostetler

Chapel Hill

,

NC

High net worth individuals

LICENSED

Adam Blumberg

Houston

,

TX

LICENSED

Matthew Underwood

Scottsdale

,

AZ

Endowments, Foundations, Ultra-High Net Worth families

LICENSED

Andrew Zaro

Boston

,

MA

LICENSED

Nicholas Finkle

New Haven

,

CT

CFP, ChFC, CSRIC, CDAA

LICENSED

Jaime Benedetti

Atlanta

,

GA

High Net Worth Individuals, Qualified Retirement Plans

LICENSED

Dr. William M Dobishinski

Hollywood

,

CA

Financial Lawyer; Entertainment Lawyer

Full Professional Services (tax, legal, funding, etc.) for multi-millionaire crypto+ investors

LICENSED

Tony Pettipiece

Chicago

,

IL

Crypto, tokenized services, other digital assets

LICENSED

Sean Gellis

Tallahassee

,

FL

Law and Lobbying

LICENSED

Adam Lee

Chicago

,

Illinois

LICENSED

Tiago Cassiano Neves

Lisbon

,

Lisbon

LICENSED

Aaron Hoff

Houston

,

TX

Retirees & Small Business Owners

LICENSED

Nicholas Finkle

New Haven

,

CT

CFP, ChFC, CSRIC

LICENSED

Jeffrey Janson

Naples

,

FL

CFP®, AIFA, MSFS, BCE; BCM; BCAA; LIC

High Net Worth Individuals & Corporate Retirement Plans

LICENSED

Michael Clark

Scottsdale

,

Arizona

Wealth Planning for Individuals and Families.

LICENSED

Ryan Wright

Kansas City

,

MO

5 years experience specializing in Decentralized Industries for Revenue Growth, Long Term Investments and Cottage Coins. There are ways to achieve higher returns from unconventional sources and resources you may already have available.

LICENSED

Nick Rygiel

Bryn Mawr

,

PA

As a specialist in decentralized finance (DeFi), I leverage blockchain technology to help investors participate and manage digital assets in non-custodial yield farming strategies, while also remaining aware of the associated risks. By doing so, I aim to help my clients potentially achieve higher returns and explore new opportunities within the dynamic DeFi ecosystem.