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The Certified Digital Asset Advisor program was established in 2020 as the leading provider of Digital Asset education for financial advisors in the US.
We are committed to building a community of advisors who want to build a safe, scalable model to help clients invest in digital assets.
Crossroads is the leading digital asset conference for financial advisors, bridging the divide between traditional and decentralized finance.
Our community-owned conference lets advisors decide how to spend their time, and their tokens.
We're committed to bringing the digital asset revolution to all people.
Our conversations happen in public, and our projects are built to benefit everyone.
We default to the most transparent, decentralized, and permissionless solutions possible and our mission is to equip everyone on earth with the education, tools, and strategies to live the life they were meant to.
Written by Steve Larsen, CFP®, CPA
Millennials and Zoomers are bypassing stocks to scoop up the coin of the week, while Wall Street firms are rolling out products exclusive to their aging, high net-worth clients.
By Jay Coulter, CFP®, CIMA® and Adam Blumberg, CFP®
On The Resilient Advisor Show with Jay Coulter, Adam explains what a DAO is, how they work - how PlannerDAO works - and what advisors need to know.
Written by Christopher Robbin
Decentralization doesn’t mean advisors and other financial intermediaries will be obsolete. In many cases, decentralized autonomous organizations, or DAOs, will give advisors and investors greater decision-making abilities.
The digital shift is underway.
We are living through a time of rapid change in technology, economic policy, and access to capital.
Finding the “right” solution for our clients is not as clear as it used to be.
Our community is here to build the tools and resources necessary to navigate the economy and continue delivering fiduciary solutions to our clients.
A designation governed by the PlannerDAO community and managed by Education Working Group members.
The PlannerDAO community is actively building the solutions advisors need to bring the benefits of decentralized finance to their clients.
700+ financial professionals discussing how they are implementing digital assets in their practice and the role they're playing in client's lives.
PlannerDAO is a community of forward-thinking financial professionals driving the industry forward through education, collaboration, and innovation.
Join PlannerDAO
