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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Adam Blumberg, CFP
Co-Founder and Lead Curriculum Developer - Certified Digital Asset Advisor at Interaxis

Profile

Adam 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 Dixon. 

He is 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 10,000 subscribers.

In 2021 they created and launched a course and Certification to teach Financial Advisors how to make Crypto and Digital Assets part of their practice.  They have educated over 300 advisors through this course, and thousands of others through virtual presentations all over the world.

In May 2021 they helped launch PlannerDAO, the first decentralized community for financial advisors.  PlannerDAO has grown to over 1,000 members.

Agenda Sessions

  • Digital Assets Understood

    3:00pm
  • Live Twitter Spaces

    10:20am

Speakers at this event