btc financial advisors network

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Business Owners
Pre-Retirees
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Jim Crider

CFP®
Texas + Virtual

Specialties

  • Families pursuing early financial independence
  • Business owners
  • Tax planning
Visit Jim's Profile

Andy Flattery

CFP®
Kansas City + Virtual

Specialties

  • Young Families
  • Pre-retirees
  • Oracle employees
Visit Andy's Profile

Jirayr Kembikian

CFP®
San Francisco + Virtual

Specialties

  • Company equity compensation
  • Planning for Startup founders
  • Planning for early financial independence
  • Tax planning
 
Visit Jirayr's Profile

Theresa Morrison

CFP®
Tucson, AZ + virtual

Specialties

  • Investments + Alternative assets
  • Equity + Liquidity event planning
  • Generational wealth strategies
Visit Theresa's Profile

Jacob Phelps

CFP®
Virtual

Specialties

  • Faithful Stewardship
  • Privacy & Sovereignty
  • Bitcoin Estate Planning
  • Business Owners
  • Equity Compensation
  • Tax Strategy
Visit Jacob's Profile

Morgen Rochard

CFA, RLP®
Austin, TX

Specialties

  • Life Planning
  • Employee Stock, Option, and Non-Cash Compensation
  • Trust Beneficiary Services
  • Pre-Retirees
Visit Morgen's Profile

Jim Crider

CFP®
Texas + Virtual

Specialties

  • Families pursuing early financial independence
  • Business owners
  • Tax planning
Visit Jim's Profile

Jacob Phelps

CFP®
Virtual

Specialties

  • Faithful Stewardship
  • Privacy & Sovereignty
  • Bitcoin Estate Planning
  • Business Owners
  • Equity Compensation
  • Tax Strategy
 
Visit Jacob's Profile

Andy Flattery

CFP®

Specialties

  • Young Families
  • Pre-retirees
  • Oracle employees
Visit Andy's Profile

Jirayr Kembikian

CFP®
San Francisco + Virtual

Specialties

  • Company equity compensation
  • Planning for Startup founders
  • Planning for early financial independence
  • Tax planning
 
Visit Jirayr's Profile

Morgen Rochard

CFA, RLP®
Austin, TX

Specialties

  • Life Planning
  • Employee Stock, Option, and Non-Cash Compensation
  • Trust Beneficiary Services
  • Pre-Retirees
 
Visit Morgen's Profile

Theresa Morrison

CFP®
Tucson, AZ + virtual

Specialties

  • Investments + Alternative assets
  • Equity + Liquidity event planning
  • Generational wealth strategies
Visit Theresa's Profile

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.