Juan L Aquino, MBA, CCFP, CPFC™, FRC℠ in

Juan L Aquino, MBA, CCFP, CPFC™, FRC℠

Login to view DISC.
Federal Retirement Consultant℠ at JLA Financial Planning PR
📍 San Juan, Puerto Rico

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.

Read the full overview →
Experience
32 Years
Current Role
Federal Retirement Consultant℠
Job Level
Senior
Location
San Juan, Puerto Rico
Personality Overview

How Juan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Juan cares 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.
+4 more topics Login to view topics
Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
5-2023 - 5-2025
Master of Business Administration - MBA
Universidad Ana G. Méndez (UAGM)
2020 - 2022
Certified Financial Planner (CFP)
Bryant University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

GV
Gerald Vilela
Vice President of Medical Affairs
Unilab, Inc.
 Al Kamm
Al Kamm
AVP - Enterprise Architecture
Selective Insurance
 Brendan Nolan
Brendan Nolan
Group Strategy Director
QinetiQ
 Monica Young
Monica Young
Marketing Director
SUKOSHI
Unlock the full playbookSee exactly how to sell to Juan. Free, 10 seconds.