Juan L Aquino, MBA, CCFP, CPFC™, FRC℠

Questioner
DISC Type : c

Federal Retirement Consultant℠ at JLA Financial Planning PR

San Juan, Puerto Rico

Overview

Juan is a dedicated financial professional with a rich background of service, having held multiple positions with the Puerto Rico National Guard. This experience as a veteran deeply informs his work, where he focuses on serving his community in Puerto Rico by providing tailored financial solutions and educational guidance to help families achieve their long-term goals.

Personality Overview

Cautious & Analytical

Price-Sensitive

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Federal Retirement
As a certified Federal Retirement Consultant℠, his primary professional focus is helping federal employees and military members optimize their retirement and insurance benefits.
Legacy Planning
He emphasizes the importance of protecting family legacies through strategic financial planning, as seen in his company's mission and his personal posts about family protection.
Veteran Financial Health
Drawing from his own extensive service with the Puerto Rico National Guard, he is passionate about assisting fellow veterans with their unique financial planning needs.

Media Appearances

Juan has no verified media appearances

Work History

1-2022
Federal Retirement Consultant℠ at JLA Financial Planning PR
11-2021
Certified Personal Finance Consultant at JLA Financial Planning PR
11-1993 - 10-2021
Multiple positions at Puerto Rico National Guard

Education

5-2023 - 5-2025
Master of Business Administration - MBA from Universidad Ana G. Méndez (UAGM)
2020 - 2022
Certified Financial Planner (CFP) from Bryant University

More Information

Social Presence :

Prographics :

Exp : 32 Location : San Juan, Puerto Rico Job Level : Senior Designation : Federal Retirement Consultant℠ at JLA Financial Planning PR
URL has been copied!

Insights For Selling To Juan L

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juan L is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Juan L

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Juan L move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Juan L take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Juan L

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.