New Jersey is home to a growing community of Bitcoin-savvy financial advisors who help investors navigate cryptocurrency wealth management. Our vetted professionals understand the unique regulatory environment and investment landscape of New Jersey, providing expert guidance on Bitcoin portfolio allocation, tax strategies, custody solutions, and estate planning for high-net-worth individuals.
Certified Bitcoin Financial Advisors in New Jersey
Dominic Aceto
Senior Wealth Advisor
Montclair, NJ
CBDA℠CFP®
Dominic Aceto, CFP®, CBDA®, is a Senior Wealth Advisor at RMR Wealth Builders, Inc., where he expertly blends technical knowledge with a genuine understanding of the significance of financial planning. A native of the Bronx and a proud graduate of Fordham University, Dominic approaches each client relationship with empathy, foresight, and a proactive mindset—values that have been shaped by his own life experiences. Dominic began his career at RMR Wealth as an intern, quickly advancing to an equity trader role for over two years. His journey continued in advisory support, where he earned his CERTIFIED FINANCIAL PLANNER® designation, ultimately transitioning into a full advisory role. Today, he is dedicated to helping individuals and families navigate complex financial decisions in thoughtful, creative, and personalized ways. In addition to his CFP® certification, Dominic holds a Certificate in Blockchain and Digital Assets (CBDA), as well as a Series 65 and life insurance license. He has also shared his insights on the role of digital assets in financial planning at the Bitwise Financial Forum. Dominic specializes in assisting young professionals and HENRYs (High Earners, Not Rich Yet), tailoring financial plans to meet the unique needs of those actively building their wealth. Dominic’s approach is deeply rooted in personal experience. Having lost his father at the age of 10 and navigating a significant medical event later in life, he understands the critical importance of planning for the unexpected. This personal connection drives his commitment to ensuring that his clients are not just prepared for the future but are also empowered to make informed decisions along the way.
Mark Andraos
Partner
Ramsey, NJ
CBDA℠CFA®CFP®
Mark Andraos is a Partner at Regency Wealth Management, where he has been instrumental since joining the firm in 2019. With over twelve years of experience in private wealth management, Mark specializes in investment research, manager due diligence, portfolio construction, and trading operations. His expertise allows him to provide clients with tailored financial strategies that align with their unique goals. Before his tenure at Regency, Mark made significant contributions to a regional asset management firm in New Jersey, where he developed an outsourced Chief Investment Officer (CIO) platform that was adopted by six advisors nationally, resulting in $200 million in assets under management. His diverse background also encompasses roles in investment research, financial planning, and investment due diligence at various registered investment advisory firms across New Jersey. Mark graduated with honors from Rutgers Business School in New Brunswick, NJ, in 2012. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2015 and achieved the Chartered Financial Analyst (CFA) professional designation in 2019. In addition to his professional accomplishments, he actively contributes to the financial community as the Treasurer of the Board of Trustees for the Rutgers Business School Alumni Association and previously served as a Trustee for the Greater New Jersey Estate Planning Council (GNJEPC). Mark’s insights have been featured in prominent publications such as The Wall Street Journal, the New York Post, US News and World Report, Yahoo! Finance, and Citywire RIA. Outside of his professional endeavors, Mark enjoys spending time with his family and exploring the outdoors, reflecting his belief in maintaining a balanced life.