Adam Blumberg, CFP ®, has been in financial services for over 12 years, starting with an insurance broker/dealer, and moving to his own RIA, started with his partner, Ron.
He is also the co-founder of Interaxis, a company dedicated to educating financial professionals about digital assets, cryptocurrency, blockchain and other alternative assets. The YouTube channel they created has over 9,000 subscribers, and they created a course and certification to teach financial advisors how to make crypto and digital assets part of their practice.
In May 2021, they helped launch PlannerDAO, the first decentralized community for financial advisors. PlannerDAO has grown to almost 400 members.
Adam is a contributing writer for CoinDesk’s Crypto for Advisors newsletter.
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