Headshot of Dominic Aceto, Bitcoin-aware financial advisor in Montclair, NJ

Dominic Aceto — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Senior Wealth Advisor

CBDA℠CFP®
Montclair, NJ

About Dominic Aceto

Dominic Aceto is a financial advisor based in Montclair, NJ. Their work includes traditional wealth management along with Bitcoin focused planning.

Many clients want to understand how Bitcoin fits within a broader financial or retirement plan.

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.

Areas of Focus

Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CBDA℠CFP®

Why You Can Trust Dominic

Verified credentials and professional qualifications

Professional Credentials
CBDA℠CFP®

Licensed and certified to provide financial advisory services

Years of Experience

3+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Montclair, NJ and surrounding areas

Firm Affiliation

RMR Wealth Builders

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Dominic's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

6987813

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Important questions to discuss with Dominic Aceto include: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Dominic Aceto is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.