Certified in Blockchain and Digital Assets® Designation

We are proud to announce that Jeremy Eppley, CFP®, CPWA®, MSFP, AIF®, APMA®, CBDA®, CRPC®, MPAS® has earned his Certified in Blockchain and Digital Assets® designation!

The CBDA® certification is a specialized professional credential for financial advisors who guide clients through blockchain technologies, cryptocurrencies, tokenization, and broader digital asset strategies. Jeremy earned his CBDA® certification through the Digital Assets Council of Financial Professionals (DACFP). This curriculum delivers the latest regulatory, tax, custody, risk management, and portfolio-construction frameworks to address the complex opportunities and risks of digital assets for sophisticated investors.