Morgen Rochard
Morgen Rochard is the founder and lead financial planner of Origin Wealth Advisers LLC, where she has advised clients on Bitcoin since 2016. Morgen is a fee-only financial planner, Chartered Financial Analyst, and Registered Life Planner dedicated to providing timeless advice to bitcoin families. She is also a Bitcoin Financial Consultant at her firm Money Owners LLC. Morgen co-hosts the Bitcoin for Advisors podcast and is the author of The Personal Finance Quickstart Guide book sold Amazon.
Session
My presentation explains how financial planners and advisors can help clients adopt Bitcoin by educating them on its benefits, risks, and security measures, while assessing their clients' financial goals and risk tolerance to determine appropriate portfolio allocation. Clients expect their advisors to assist with technical questions and tax implications, integrating Bitcoin into a broader financial strategy.