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
Tampa, FL
Justin@PullaroFinancial.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Digital Assets
Other designations:
CFP®
Houston, TX
snathoo@navigowealth.com
✓ Offers virtual services
Niche(s):
Physicians, Expats
Other designations:
CDFA, CFP®
Pittsfield, MA
paul@investwithwillow.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Values, Education, ESG-focused
Other designations:
N/A
Chicago, IL
tony.pettipiece@gmail.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Crypto, tokenized services, other digital assets
Other designations:
N/A
McLeansboro, IL
daniel@blackswanfp.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Single Family Office, Family Business, Location Independent Travelers & Expatriates, Advice-Only, Flat-Fee
Other designations:
CFP®, CEPA®
Spokane, WA
plan@capnorthwest.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Crypto & DeFi
Other designations:
CFP®, CPA
Spokane, WA
LAROCCARENEE@GMAIL.COM
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Crypto - general applications, defining a system to use crypto for the unbanked
Other designations:
B.S. Mechanical Engineering, MBA, MS
Naples, FL
jjanson@mysummitwealth.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
High Net Worth Individuals & Corporate Retirement Plans
Other designations:
CFP®, AIFA, MSFS, BCE; BCM; BCAA; LIC
Alpharetta, GA
jstacy@meranti.capital
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Entrepreneurs, Technology & Healthcare Professionals
Other designations:
AIF®, BPC®
Seattle, WA
hello@onedayadvice.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Tech Executives, Business Owners, Crypto & Defi
Other designations:
CFP®
Ventura, CA
jeff.harley@adviceperiod.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Cryptocurrency, Equity Compensation
Other designations:
N/A
Lafayette, IN
jessica@turquoisewm.com
✓ Offers virtual services
Niche(s):
Accredited Investors
Other designations:
CFP®
Spokane, WA
jeremy@capnorthwest.com
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
Crypto, DeFi, HNW, Alternative Assets
Other designations:
N/A
Portland, ME
josh@luxolo.io
✓ Offers crypto asset management
✓ Offers virtual services
Niche(s):
N/A
Other designations:
N/A
Los Angeles, CA
mia@gerberkawasaki.com
✓ Offers virtual services
Niche(s):
Gen Z, Millenials, Women
Other designations:
N/A
Kansas City, MO
treyton@allstreetwealth.com
✓ Offers virtual services
Niche(s):
Creators, Solopreneurs, Crypto, Equity Comp
Other designations:
N/A
Hollywood, CA; New York, NY
drwilliam@bestprofadvisors.com
✓ Offers virtual services
Niche(s):
Full Professional Services (tax, legal, funding, etc.) for multi-millionaire crypto+ investors
Other designations:
Financial Lawyer; Entertainment Lawyer
Bellevue, WA
bradley@pwmsolutions.net
✓ Offers virtual services
Niche(s):
Individuals, families, and small businesses
Other designations:
CFP®, CIMA, CLU, ChFC, AIF
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Houston, TX
Rick.kaplan@ymail.com
✓ Offers virtual services
Niche(s):
High Net Worth Investment Management and Family Office
Other designations:
CFA
Goiânia - Goias / Brazil
andre@quixnet.com.br
✓ Offers virtual services
Niche(s):
Professional and Institutional Investors-Only
Other designations:
MCSI, CTA, CFP®, ERP®, SCR™, FDP, CAIA®
Scottsdale, AZ
munderwood@gsisus.com
✓ Offers virtual services
Niche(s):
Endowments, Foundations, Ultra-High Net Worth families
Other designations:
CFA, CAIA
Findlay, OH
azuercher@hzcapital.com
✓ Offers virtual services
Niche(s):
N/A
Other designations:
CPA, CFP®
Miami, FL
luiz.pacheco@brainvest.com
✓ Offers virtual services
Niche(s):
N/A
Other designations:
CFA, CFP®, CAIA
Cincinnati, OH
nate@planwithRFG.com
✓ Offers virtual services
Niche(s):
N/A
Other designations:
AIF
Lexington, KY
james@vermillionprivatewealth.com
✓ Offers virtual services
Niche(s):
Millennials, Entrepreneurs
Other designations:
N/A
Houston, TX
aaron@tjacksonco.com
✓ Offers virtual services
Niche(s):
Retirees & Small Business Owners
Other designations:
CFP®
Darnestown, MD
darren@onplanefinancial.com
✓ Offers virtual services
Niche(s):
Married couples (ages 35-55)
Other designations:
CFP®
Boston, MA
andrew@granite-wealth.com
✓ Offers virtual services
Niche(s):
N/A
Other designations:
N/A
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