JLA Financial Planning

JLA Financial Planning

  • 140 Federico Costas Suite 101
  • San Juan, PUERTO RICO
  • 00918

Description

JLA Financial Planning is a financial advisory firm based in San Juan, Puerto Rico, focused on helping individuals, professionals, federal employees, and business owners organize their financial decisions through structured long-term planning. The firm provides guidance across areas such as financial planning, tax planning, risk management, investments, comprehensive financial analysis and personal and business consultant.

JLA Financial Planning also offer financial planning services related to retirement plans, mortgage pre-payment strategies, college funding, asset protection, annuities, and IRAs. In addition, the firm evaluates personal and business insurance needs, including health, disability, property, life, hospitalization, cancer, and commercial insurance coverage.

Its approach centers on creating coordinated financial strategies while considering how Puerto Rico regulations and U.S. financial systems may affect financial planning decisions.

Fact sheet

Company founded
2025
Number of employees
11-50

Company contacts

  • Juan Luis Aquino Blay
  • Personal Financial Consultant

Products & services

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