Principal Associate

Amarilis Alicea

CCPF, CPFC
Analista de Riesgos Especiales

Specialized Risk Analysis

Amarilis Alicea Vega serves as a Specialized Risk Analyst at JLA Financial Planning. She holds certifications in personal financial counseling from both the Instituto de Finanzas Personales de Puerto Rico and 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
Certified Consumer Financial Planner (CCFP)

Accredited Financial Counselors of America

Certification
Certified Personal Finance Counselor (CPFC)

Institute for Financial Literacy

License
Authorized Representative

Office of the Commissioner of Insurance, Puerto Rico

Accreditations
Certificates & Awards
CPFC® – Certified Personal Finance Counselor