Jonathan Amoia on Muck Rack

Jonathan Amoia

(He/Him)
Buffalo
As seen in: Jonathan Amoia (blog), LinkedIn, slideshare.net, Medium, Forbes, Issuu, last.fm, behance.net, Crunchbase, Flipboard, Product Hunt and
Covers:  Partner / Managing Director
Back to Jonathan Amoiaโ€™s profile

Jonathan Amoiaโ€™s Journalist Portfolio

View as a grid

Presentations by Jonathan Amoia

Presentations by Jonathan Amoia

slides.com — Jonathan Amoia is a certified private wealth advisor and the founder of Advocate Wealth, delivering strategic financial planning, investment oversight, and integrated estate solutions for families.
Who shared?

Jonathan Amoia

Jonathan Amoia

flickr.com — For more than twenty years, Jonathan Amoia has built a reputation for disciplined leadership and thoughtful counsel in the wealth management profession. As Founder and Managing Director of Advocate Wealth, he guides a boutique advisory firm focused on integrated planning and investment oversight.
Who shared?

Jonathan Amoia - Medium

Jonathan Amoia - Medium

Medium — Read writing from Jonathan Amoia on Medium. Jonathan Amoia is a Partner / Managing Director based in Buffalo, NY.
Who shared?

Jonathan Amoia | Vocal

Jonathan Amoia | Vocal

Vocal — Discover stories by Jonathan Amoia on Vocal. Jonathan Amoia is a certified private wealth advisor and Managing Director of Advocate Wealth, guiding families with strategic planning, investment oversight, and legacy-focused solutions. Portfolio: https://jonathanamoia.co
Who shared?

None

None

None
Who shared?

None

None

None
Who shared?

None

None

None
Who shared?

None

None

None
Who shared?

None

None

None
Who shared?

None

None

None
Who shared?

None

None

None
Who shared?

None

None

None
Who shared?

None

None

None
Who shared?

None

None

None
Who shared?

Client Challenge

Client Challenge

slideshare.net —
Who shared?

How Financial Advisors Can Earn CPWA Certification - Jonathan Amoia

How Financial Advisors Can Earn CPWA Certification - Jonathan Amoia

behance.net —
Who shared?

How Certified Private Wealth Advisors Can Attract More Clients

How Certified Private Wealth Advisors Can Attract More Clients

WordPress.com — Certified private wealth advisors work in a competitive field. Many clients want expert financial guidance, but they also want trust, communication, and long-term support. To grow a successful practice, wealth advisors need more than strong financial knowledge. They must also know how to market their services, build relationships, and stand out online.
Who shared?

What Does a Certified Private Wealth Advisor Actually Do?

What Does a Certified Private Wealth Advisor Actually Do?

Football Control — Managing money becomes more complex as wealth grows. High-income professionals , business owners, and retirees often need more than basic financial advice. They may face tax concerns, estate planning...
Who shared?

How Jonathan Amoia Explains How a Certified | Jonathan Amoia's Portfolio

How Jonathan Amoia Explains How a Certified | Jonathan Amoia's Portfolio

cake.me — Growing your money takes more than luck, and Jonathan Amoia knows that smart planning makes a real difference over time. Many people want to increase their wealth, but they often feel unsure about where to start or what steps to take. In the middle of this journey, using investment growth strategies can help guide better decisions and reduce risk.
Who shared?

How a Certified Private Wealth Advisor Guides Retirement Planning with Jonathan Amoia

How a Certified Private Wealth Advisor Guides Retirement Planning with Jonathan Amoia

Issuu — Planning for retirement can feel overwhelming, especially when you are unsure how to manage your savings and future income. Many people want a secure, comfortable life after work, but they often lack a clear strategy to achieve it. In the middle of this important journey, Jonathan Amoia highlights how using retirement income planning strategies can help bring clarity and direction.
Who shared?

How Jonathan Amoia Shows Smart Certified - Jonathan Amoia

How Jonathan Amoia Shows Smart Certified - Jonathan Amoia

behance.net — How Jonathan Amoia Shows Smart Certified
Who shared?

Jonathan Amoia - Professional Speaker | SpeakerHub

Jonathan Amoia - Professional Speaker | SpeakerHub

speakerhub.com — Jonathan Amoia has built a career defined by thoughtful counsel and consistent leadership within the financial services
Who shared?

Jonathan Amoia (@JonathanAmoia) on Flipboard

Jonathan Amoia (@JonathanAmoia) on Flipboard

Flipboard — Jonathan Amoia has devoted more than twenty years to serving families with complex financial lives, earning a reputation for thoughtful leadership and disciplined execution. As Founder and Managing Director of Advocate Wealth, he oversees a private wealth advisory firm that delivers coordinated solutions in financial planning, investment strategy, estate alignment, succession preparation, and family office guidance designed to address both opportunity and responsibility.
Who shared?

Jonathan Amoia | Linktree

Jonathan Amoia | Linktree

๐™ด๐šŸ๐šŽ๐š›๐šข๐™ณ๐šŠ๐šข๐™ธ๐šœ๐™ณ๐š’๐š๐š๐šŽ๐š›๐šŽ๐š—๐š — Jonathan Amoia is a certified private wealth advisor and the founder of Advocate Wealth, delivering integrated financial planning and leadership expertise.
Who shared?
Show More
 •  Privacy  •  Terms  •  Security and Legal  •   •   •   • 

© 2026 Muck Rack

SOC 2ยฎ Certified