Jose M. Borro II, CPFA®

Jose was born and raised in Naples, Florida, the son of Cuban immigrants whose journey to the United States shaped his deep appreciation for family, hard work, and opportunity. Those values continue to guide how he serves the individuals and families he works with today.

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.

Licenses & Credentials:

  • FINRA Series 7 & 66 held with LPL Enterprise 

  • Florida 2-15 Life, Health & Variable Annuity License

  • Certified Plan Fiduciary Advisor (CPFA®)

Founder, AirMar Wealth Management

AirMar Wealth Management Philosophy

At AirMar Wealth Management, we believe thoughtful investing begins with one simple truth: money is a tool—life is the goal.

Our philosophy is rooted in time-tested fundamentals and guided by your values, priorities, and personal vision of financial freedom.

We partner with some of the most respected institutional money managers on Wall Street, teams with deep expertise and disciplined strategies to deliver portfolios with the goal of long-term success. Every investment plan is designed with clarity, care, and customization at its core.

Our framework balances growth, income, and risk management through a diversified, research-backed approach:

  • Stock with the goal of Long Term Growth
    We invest in high-quality companies with strong fundamentals and long-term earnings potential, aiming to grow your wealth steadily over time.

  • Bonds & Rising Dividend Equities for Income
    For clients who prioritize income whether in retirement or while working toward it we blend investment grade fixed income with equities that have a consistent history of increasing dividend payouts. This dual-income strategy provides both stability and potential inflation protection.

  • Convertible Strategies for Risk Mitigation
    In appropriate circumstances, we incorporate convertible securities or other hybrid strategies to manage volatility while preserving upside potential adding flexibility to help navigate changing market conditions.

We don’t chase trends or rely on predictions. Instead, we focus on what we can control: a disciplined process, deep research, thoughtful diversification, and a commitment to aligning every decision with your long-term goals.

Important Disclosure:
All investments carry risk, including the possible loss of principal. There is no guarantee any strategy will be successful. Dividend paying stocks are not guaranteed and may reduce or eliminate payments at any time. Bonds are subject to interest rate, credit, and inflation risk. Convertible securities involve unique risks and may not be suitable for all investors. Past performance is not indicative of future results. AirMar Wealth Management does not offer tax or legal advice. Clients should consult their own tax or legal advisors regarding their individual circumstances.

Strategic ~ Built For The Life You’re Creating ~ Grounded