PlannerDAO Co-Founder Steve Larsen, CPA, CFP® Launches Comprehensive Digital Asset Index for Financial Planners

SPOKANE, Wash., January 18, 2022 /PRNewswire/ — Co-founder of PlannerDAO Steve Larsen, CPA, CFP® today announces a groundbreaking digital asset index to pave the way for greater access and adaptation of cryptocurrencies within the financial planning community. The PlannerDAO Digital Asset Opportunity Index (PDAO), developed by Larsen for PlannerDAO, is built on a three-pillar formula to facilitate mass adoption of a digital asset index: zero fees, broad market implementation, and decentralized governance.

PlannerDAO provides this index to financial planners and investors worldwide at no cost or profit to the decentralized autonomous organization or the creator of PDAO. While there may be transaction fees on a blockchain or protocol when assets are traded, PlannerDAO wants the financial planning community to be the true beneficiaries of this index.

“At PlannerDAO, our mission is to create a level playing field for those trying to create economic freedom for themselves, which is why a no-cost model is essential,” Larsen said. “Digital assets could represent the greatest wealth-building opportunity of our lifetime, and we want to bring new people into the mix so that all that wealth doesn’t end up with the same ultra-wealthy people and institutions that they traditionally have. .”

PDAO, unique in that it is not exclusive to custodial wallets, is available for trading on Ethereum Mainnet and Polygon, and Larsen says PlannerDAO is open to launching the index on any blockchain solution or Layer 2 that offers secure and affordable transactions. It enters the market with holdings in seven key sectors:

  1. Layer 1 Blockchains
  2. Layer 2 and side chains
  3. Infrastructure
  4. Decentralized finance
  5. Media and NFT
  6. Metavers and Games
  7. DAO and social networks

The PDAO is managed by a working group within PlannerDAO in a decentralized and transparent manner. PlannerDAO’s growing membership includes Certified Financial Planners, Certified Public Accountants, Certified Financial Analysts, and Certified Digital Asset Advisors.

“We are a driven, collaborative and growing group of leading financial planning minds committed to making PDAO one of the most relevant indexes in the universe – and the metaverse, of course,” Larsen said. “And the good news is, if there’s something you don’t like about PDAO, come help us improve it.”

To learn more about the PlannerDAO Digital Asset Opportunity Index (PDAO), visit Additionally, PlannerDAO is hosting Crossroads, the financial services industry’s first decentralized conference, at the Philips Hotel in Kansas City, Missouri to April 25 and 26. To register, visit:

On Steve Larsen, CPA, CFP®: Steve Larsen, CPA, CFP® is co-founder of PlannerDAO, co-founder of the Certified Digital Asset Advisor (CDAA) designation, and Adjunct Professor of Finance at Gonzaga University where he teaches courses in cryptocurrency and financial planning. Login with Steve Larsen and learn more about his work at

About PlannerDAO: PlannerDAO is a decentralized community of financial planners promoting economic freedom, universal fiduciary standards, and unauthorized access to financial services. To learn more about PlannerDAO, please visit Follow PlannerDAO on Twitter at @PlannerDAO.

Nothing contained in this press release should be considered as investment advice by Steve Larsen, CPA, CFP® or PlannerDAO. Please consult an investment professional to determine if the PlannerDAO Digital Asset Opportunity Index (PDAO) is appropriate for your financial situation.

Brian Hart
(866) 225-0920 ext. 101
[email protected]


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