2025-10-17 –, Presentation Side
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.
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.
My style is to blend financial savvy with a passion for Bitcoin and conservative values. I seek to offer my clients and peers with a fresh, informed perspective on wealth management. I am interested in the intersection of behavior, incentives, and markets. My thoughts are inspired by the works of Srinivasan, Booth, Alden and many more. My values stem from my Christian faith. My hobbies, marriage, and involvement in communities keep me inspired. To stay active, I enjoy skiing, golfing, camping and hunting. #1 YIMBY and urbanist.
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.
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.
Hi, I’m Jim Crider— a husband, dad, and CEO of Intentional Living FP.
As a CERTIFIED FINANCIAL PLANNER™, my role is to serve as a guide to help our clients navigate the decisions and complexities that will inevitably arise anywhere their life and money intersect. When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, Arlo, & Adeleine, spending time with my wife, Kendra, or out on an adventure.