Morgen Rochard
Morgen Rochard is the founder and lead financial planner of Origin Wealth Advisers LLC, where she has advised clients on Bitcoin since 2016. Morgen is a fee-only financial planner, Chartered Financial Analyst, and Registered Life Planner dedicated to providing timeless advice to bitcoin families. She is also a Bitcoin Financial Consultant at her firm Money Owners LLC. Morgen co-hosts the Bitcoin for Advisors podcast and is the author of best seller The Personal Finance Quickstart Guide sold on Amazon.
Sessions
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.
Key Note #3: Orange-Pilled Planning: Serving Clients Who Save in Bitcoin