Jose Borro
After more than a decade in the financial services industry, Jose founded AirMar Wealth Management with a simple goal: to make financial guidance more personal, clear, and grounded in real life. He works with individuals and families to help them organize, plan, and make informed decisions about their financial future based on their unique goals and circumstances. At the center of his approach is a straightforward belief that your life comes first, and your financial plan should support it, not complicate it.
Outside of work, Jose enjoys time on the water and the South Florida lifestyle with his wife, Lauren, and their son, Judah.
Ever wished your dream life could be your everyday life? That you could see the world, spend more time with the people you love, or actually look forward to Monday mornings? At LPL, we believe you can.
We fuel your dream with: Personalized investment advice Financial planning, Sophisticated wealth management, Banking and lending solutions, Insurance and tax planning.
W090071
FL, NC
The State of Florida, The State of North Carolina
3
Jose has worked in the financial services industry since 2010, building experience across retirement planning, wealth management, investment advisory services, and financial planning. Throughout his career, he has served clients through several nationally recognized financial institutions, including VALIC Financial Advisors, Merrill Lynch Wealth Management, RBC Capital Markets, Prudential Financial, and LPL Financial.
Over the years, Jose has worked with individuals, families, and business owners to address a wide range of financial planning needs, including retirement planning, investment management, risk management, and wealth accumulation strategies. His experience spans both advisory and planning focused roles, providing exposure to a broad range of financial situations and client objectives.
Today, Jose brings this experience to AirMar Wealth Management, where he continues to help clients evaluate financial decisions and develop strategies aligned with their goals, priorities, and personal circumstances.
Businesses, Individual Investors
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Long Term Care, Variable Life, Disability, Annuity, Life, Health, Variable Annuity, HMO
Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Yes
Email, Your Office, Phone, Your Home, Video Conference
Fee-Based
$250,000.00
Commissions, Flat Fee, Based on Assets, Hourly
$500
$500
$32,345,112.34
WiserAdvisor provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.
Prudential Advisors' is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Prudential or the AirMar Wealth Management.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
