Escient Financial

Real Financial Planning  and

Advice with Cryptocurrency

and Digital Assets

Real Financial Planning and

Advice with Cryptocurrency

and Digital Assets

Building Your Future... Together

DIGITAL ASSETS, CRYPTO, AND DEFI

The Future is Right Here

The Future is Right Here

Digital Assets and cryptocurrencies can be an important part of a modern financial plan. Escient Financial will help you understand if, where, and how digital assets and cryptocurrencies can effectively help you accomplish your goals.


Although highly volatile, digital assets and cryptocurrencies bring great opportunities, but also higher risk and more complexities to navigate. Regulations aren't as transparent as they could be, so it's important to have a full understanding of the entire digital asset and cryptocurrency landscape to take advantage of the best opportunities and minimize the pitfalls. That's why Escient Financial is the best advisor for you if you want to include digital assets and cryptocurrencies in your financial plan and investment portfolio. With Escient Financial you get...

Planning

Integrate digital assets and cryptocurrency into your financial plan to help achieve your goals, and include them in your estate and tax plans.

Advice

Receive advice you on whether digital assets and cryptocurrency should be part of your financial plan and investments, where you should buy and store them, if you should stake and earn yield on your crypto, and more.

Education

Learn CeFi and DeFi, purchasing, selling, transferring, and managing cryptocurrency, how to spend crypto, and the risks involved with digital assets and cryptocurrency, 

                              

Crypto & Digital Asset Planning Focus Areas

Purchasing, Selling, Trading Crypto
Spending & Transferring Crypto
Self-Custody of Crypto & Digital Assets
Crypto Portfolio Construction
Crypto Portfolio Analysis
Direct Crypto Investments
Indirect Crypto Investments
Ecosystem Investments with Stocks & Funds
Centralized Finance (CeFi)
Decentralized Finance (DeFi)
Lending and Borrowing Crypto
Crypto Mining
Earning Yield with Crypto
Staking and Yield Farming
Tax Planning with Crypto
Estate Planning with Crypto & Digital Assets

Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

Get Escient Financial's Guide to Crypto Custody

Escient Financial's Guide to Crypto Custody provides an overview of the custody options for digital assets and cryptocurrencies, with advantages, disadvantages, and risks. There is also an overview of wallet types, tips on what to consider when choosing a wallet, and more. All you have to do is subscribe to Escient Financial's Insights Newsletter and you'll receive the free download. Click or tap on the image below to get the guide now.

Get Started with a FREE Introductory Meeting

Welcome to Escient Financial's meeting scheduler! Schedule your meeting below.


If you can't find a time that works for you please reach out to me directly and we'll find a time that works for both of us.

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Learn More About Escient Financial's Services
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[email protected]

805.864.6555

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Escient Financial makes no representation as to the completeness or accuracy of information provided at these web sites.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and  the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

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