Magdalis Martinez
CCFP, CPFC
Representante Autorizado
Personal Finance Coaching
Magdalis Martínez Muñiz is an Authorized Representative at JLA Financial Planning. She is a Certified Personal Finance Counselor through the Institute for Financial Literacy and has completed advanced continuing education in Personal Finance Coaching through Universidad Ana G. Méndez. Earlier in her career, she earned a Professional Certificate in Thanatology and Integral Health from the University of Puerto Rico, Río Piedras Campus. Her work supports clients through financial education and planning, with a particular emphasis on final expense planning and long-term financial preparedness.
Professional Credentials
University of Puerto Rico
Thanatology & Integral Health
Universidad Ana G. Méndez
Coach in Personal Finance
Certified Personal Finance Counselor (CPFC)
Institute for Financial Literacy
Authorized Representative
Office of the Commissioner of Insurance, Puerto Rico
