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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/Arizona/Rafael Blanco

Rafael Blanco — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Financial Consultant

CBDA℠

Mesa, AZ

Contact Rafael Blanco

N/A 877-897-2862 schwab.com

About Rafael Blanco

Rafael Blanco is a financial advisor based in Mesa, AZ. Their work includes traditional wealth management along with Bitcoin focused planning.

Many clients want to understand how Bitcoin fits within a broader financial or retirement plan.

Rafael Blanco is a seasoned Financial Consultant at Charles Schwab in Phoenix, AZ, bringing over 25 years of experience in the financial services industry. His extensive expertise in investment planning allows him to guide clients through the complexities of wealth management with confidence and clarity. Rafael is dedicated to understanding each client's unique financial goals and crafting personalized strategies that align with their aspirations.

Holding the prestigious CMFC® and CWS® designations, Rafael is well-equipped with the knowledge and skills necessary to navigate an ever-evolving market landscape. He also possesses a variety of securities licenses, enhancing his ability to provide comprehensive financial solutions tailored to the specific needs of his clients.

Throughout his career, Rafael has built a reputation for his commitment to client success and his approachable demeanor, fostering lasting relationships based on trust and transparency. Outside of his professional pursuits, he enjoys spending time with his family, exploring the outdoors, and engaging in community service initiatives.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CBDA℠

Why You Can Trust Rafael

Verified credentials and professional qualifications

Professional Credentials

CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

7+ 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 Mesa, AZ and surrounding areas

Firm Affiliation

Charles Schwab

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

Verify Rafael's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

6908039

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

Before engaging Rafael Blanco, consider asking questions such as: 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: Rafael Blanco 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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