Bitcoin Financial Services Summit

Bitcoin Financial Services Summit

Jirayr Kembikian

Jirayr Kembikian, CFP® is a wealth advisor, managing director and co-founder of Citrine Capital, a San Francisco-based wealth management and tax planning firm serving tech professionals, founders, and business owners. He specializes in navigating the complexities of equity compensation, private investments, and Bitcoin wealth strategies. With over a decade of experience guiding clients through liquidity events and complex financial decisions, Jirayr brings a grounded yet forward-thinking perspective to building and preserving wealth.


Session

10-17
11:20
25min
Panel #2 - Incorporating Bitcoin in Financial Plans
Wyatt O'Rourke, Morgen Rochard, Jirayr Kembikian, Jim Crider

This discussion will explore practical ways to integrate bitcoin into client portfolios and long-term strategies. Panelists will share approaches to risk management, tax considerations, and planning techniques that position bitcoin alongside traditional assets in comprehensive financial plans.

Presentation Side