Digital Assets

The emerging world of digital assets has been the most important and exciting trend since the start of the Internet. The biggest difference is that this technology is moving at an explosive speed.

For the financial industry, blockchain (the technology that undergirds digital assets) has already revolutionized key fundamentals like contracts.

At this historical moment, one thing is sure: the future of money will be forever changed.

P2 is staying apace with these new trends.  We’ll let you know if and when these technologies can be practically and sustainably managed to best serve our customers.

Click below to schedule a time to chat.

P2 is a certified member of the Digital Asset Council of Financial Professionals (DACFP).Since 2017, DACFP gives financial professionals the ability to establish expertise in blockchain technology and digital assets through its Certificate in Blockchain and Digital Assets ® . It is recognized as the premier digital assets resource for the financial services industry.

DACFP is committed to giving financial professionals the knowledge and skills they need to provide their clients accurate, relevant, timely, and valuable advice about blockchain and digital assets.

P2 is a SUPPORTER and SIGNATORY member of the Crypto Climate Accord. Inspired by the Paris Climate Agreement, the CCA is a private sector-led initiative for the entire crypto community focused on decarbonizing the cryptocurrency and blockchain industry.

Click here to learn more about the Crypto Climate Accord.

Marian Cantisano-Zilkha, MD, PhD

It is a pleasure to recommend Paige as a conscientious and professional advocate for her clients.  In working with Paige, I've enjoyed her direct and common sense approach to problem-solving while keeping a friendly sense of humor.  I believe you'll find her an intelligent and knowledgeable asset in an ever challenging and changing environment.

Maggie Flores

I was amazed at our first meeting. No one had ever spent this much time, listened so patiently, and concerned themselves so earnestly to make sure I understood all my option and selected the appropriate plan. Paige continues to give me stellar service—as if I’m her only customer!

Melody & Dan Keener

Paige is an absolute pleasure to work with. She takes the time to thoroughly explain things, and has a great knowledge of the products she represents. We are very happy with our policies, her level of service, and the whole experience.

Brian L.

When you are faced with making decisions for your parents, I recommend you talk with Paige. She unscrambled the alphabet soup of Medicare, walked us through the process, explained our options, and answered all our questions. Paige’s Medicare planning made us so confident, we are now having her advise us on extended / long term care planning.

“The secret of change is to focus all your energy, not to fighting the old, but on building the new.”
~~Socrates