Principal Associate

Amarilis Alicea

CCFP, CPFC
Analista de Riesgos Especiales

Specialized Risk Analysis

Amarilis Alicea Vega serves as a Specialized Risk Analyst at JLA Financial Planning. She is a Consultor Certificado en Finanzas Personales (CCFP) from the Instituto de Finanzas Personales de Puerto Rico and a Certified Personal Finance Counselor (CPFC) from the Institute for Financial Literacy. Her role focuses on helping clients better understand financial risk while supporting the firm’s broader financial planning process with practical, education-based guidance.

  • Risk Analysis
  • Personal Financial Planning
  • Financial Guidance
Professional Credentials
Certification

Consultor Certificado en Finanzas Personales (CCFP)

Instituto de Finanzas Personales de Puerto Rico

Certification
Certified Personal Finance Counselor (CPFC)

Institute for Financial Literacy

License
Authorized Representative

Office of the Commissioner of Insurance, Puerto Rico

Accreditations
Certificates & Awards
Certificate of Amarilis Alicea - Consultor Certificado en Finanzas Personales (CCFP)
Certificate of Amarilis Alicea - Certified Personal Finance Counselor (CPFC®)
Our Associates

Meet the JLA Financial Planning Team

Get to know the professionals committed to providing personalized financial guidance and long-term planning support.

Juan-L-Aquino
MBA, CCFP, CPFC
Juan Luis Aquino

Founder & Financial Planning Specialist

He provides personalized financial, tax, and retirement planning to help individuals, families, and business owners build long-term financial security.

CPFC

Magdalis Martínez

Authorized Representative

She supports clients through financial coaching, final expense planning, and personalized financial guidance for long-term financial preparedness.