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.

Thanatology & Integral Health

Coach in Personal Finance

Institute for Financial Literacy

Office of the Commissioner of Insurance, Puerto Rico

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

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

She provides risk analysis and personalized financial guidance to help clients make informed financial decisions and strengthen their long-term financial security.