We’re pleased to share an important milestone for our firm: Mike Soroudi has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, expanding our in-house financial planning capabilities for clients with meaningful bitcoin exposure.
Mike is also a CFA charterholder, bringing a rare combination of deep investment analysis and comprehensive financial planning expertise. This dual background allows our firm to move beyond portfolio construction alone and address the real-world planning questions that arise as bitcoin becomes a long-term component of client balance sheets.
For investors holding bitcoin, particularly those with concentrated positions or long holding histories, financial planning considerations extend well beyond price volatility. The CFP® certification reflects rigorous training and fiduciary standards across core planning disciplines, including:
By adding CFP® expertise, we are better equipped to help clients think holistically about how bitcoin integrates with traditional financial assets, retirement accounts, trusts, and estate plans.
Our focus remains unchanged: providing thoughtful, long-term guidance for clients navigating the complexity of digital assets. As bitcoin continues to mature as an asset class, the planning around it must mature as well. Mike’s CFP® designation is a meaningful step in building that foundation.
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