Does Bitcoin Wealth Platform provide investment advice?

No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.

How should I evaluate an advisor listed here?

Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.

Are all advisors on this site Bitcoin experts?

Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.

Is working with a Bitcoin aware advisor right for me?

That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.

Home/Find Advisors/California/Corey Fast

Corey Fast — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Executive Director, Financial Planning

CFP®CBDA℠

Anaheim, CA

Contact Corey Fast

cfast@edelmanfinancialengines.com 714-287-0700 edelmanfinancialengines.com

About Corey Fast

Corey Fast works as a financial advisor in Anaheim, CA, helping clients navigate both conventional investments and Bitcoin related strategies.

It is common for investors to ask how Bitcoin should be integrated into long term financial and retirement planning.

Corey Fast is an experienced financial planner with a career spanning since 2006. Currently serving as the Executive Director of Financial Planning at Edelman Financial Engines, Corey specializes in retirement planning, guiding clients toward the realization of their financial aspirations—whether that means purchasing a home, saving for college, or ensuring a secure retirement.

Throughout his career, Corey has developed a reputation for his client-centric approach, combining deep industry knowledge with a genuine commitment to understanding each client's unique needs. His expertise in financial planning is complemented by a wealth of hands-on experience, allowing him to craft tailored strategies that empower clients to achieve their goals with confidence.

Outside of his professional endeavors, Corey enjoys immersing himself in live music and embarking on road trip adventures with his family, exploring new destinations and creating lasting memories together.

Areas of Focus

Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust Corey

Verified credentials and professional qualifications

Professional Credentials

CFP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

20+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Anaheim, CA and surrounding areas

Firm Affiliation

Edelman Financial Engines

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Corey's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

4866465

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Important questions to discuss with Corey Fast include: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Corey Fast is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.

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