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Instructors

Senior Instructor

Adam Blumberg

Adam is a Certified Financial Planner, and a former Registered Investment Advisor. He co-founded Interaxis in 2019 to educate advisors and investors on digital assets and decentralized finance. His Interaxis YouTube channel is viewed by thousands across the globe. He is a regular contributor to Coindesk’s Crypto For Advisors and was featured on Bloomberg TV and Blockworks.

Senior Instructor

Steve Larsen

Steve Larsen, CPA, CFP® is a Partner at Columbia Advisory Partners where he manages financial planning and digital asset strategies for the firm. He is also the Co-Founder of PlannerDAO, a decentralized community of financial advisors, and the Certified Digital Asset Advisor (CDAA) designation. Through his Crypto for Planners consulting business, he helps Registered Investment Advisers establish cryptocurrency programs for their clients. As a Certified Public Accountant and Certified Financial Planner, Steve has spent most of his career as an independent, fiduciary advisor. He is also an Adjunct Professor of Finance at Gonzaga University where he teaches classes in Cryptocurrency and Financial Planning along with developing continuing education courses for CPAs and CFPs.

Instructor

Ron Dixon

Ron is the co-founder of Interaxis, and also comes from an entrepreneurial background in the financial services and construction industries. Ron found himself at Mass Mutual in 2010 and met Adam in 2013 at advanced estate planning courses in Pennsylvania. In 2014, he talked Adam into starting Chart Wealth Management. Ron enjoys coaching his son in all his sports and traveling with his family. He was previously a traveling bowler and is not someone you want to challenge to a game of poker.

What We Do

  • Become a Certified Digital Asset Advisor

    Receive a certification in Digital Asset, so you can help your clients now, and the future. Created by Advisors for Advisors.

  • Create Custom Education for Your Organization

    If you would like help with another aspect of digital asset education, we can help create something special to meet your needs.

  • Speaking and Consulting Engagements

    Our goal is to help you not only understand the technology, but why it is important, and how it affects you.

Partnerships

We help organizations create custom education programs, build crypto offerings for clients, and speak at national events

Limitless Learning

All Interaxis Courses and Unlimited Continuing Ed for One Annual Fee

Enroll in the CDAA Today!

We've gone through countless videos, courses, white papers, webinars, and books, and assembled the information you need to know to add Crypto and Digital Assets to your practice.