Jose Amaro is an Investment Advisor at Digital Wealth Partners, based in Lawrence, New Jersey. He studied at New Jersey Institute of Technology (NJIT) and holds the Series 7, 63, and 65 licenses, the Chartered Retirement Planning Counselor (CRPC) designation, and the Certificate in Blockchain and Digital Assets (CBDA).

Before joining Digital Wealth Partners, Jose worked across several parts of the financial industry, including banking at PNC, client services at Merrill Lynch and Fidelity, operations at Personal Capital, and advisory work at Empower. Seeing the business from that many angles made clear how often clients are left without straightforward guidance, especially as digital assets became a bigger part of the conversation.

This gap is part of what drives how Jose works. His focus is on making sure clients understand what they’re looking at — whether that’s a retirement plan or a question about crypto — before any decision gets made.

Outside of work, Jose spends most of his time with his family and likes to stay active. He follows sports closely, plays soccer and pickleball, enjoys relaxing at the beach with his wife and son, and likes taking it slow by reading or listening to a podcast. Shared interests let Jose connect to clients and keeps the conversation natural.

The first meeting with Jose is a conversation. He listens first, asks questions, and makes sure the fit feels right before anything else.