Liliana ZygourisLiliana Zygouris, CFP®, CEPA®Wealth Planning Specialist
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About Liliana
Liliana Zygouris is a Wealth Planning Specialist at J.P. Morgan Wealth Management.
Liliana specializes in serving global families, entrepreneurs and C-suite executives from both public and private sectors.
As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, she employs a comprehensive and holistic approach to wealth management, delivering extensive expertise and bespoke strategies to her clients. Additionally, as a member of the Society of Trust & Estate Practitioners (STEP), she is part of a global organization committed to advising families on multi-generational asset planning.
Liliana holds a B.S. in Economics from Universidad del Norte in Colombia and a Master's degree in Finance from Suffolk University in Boston, with a concentration in Investments. She is also a Certified Exit Planning Advisor® (CEPA®), equipping her to guide business owners through the complexities of exit planning.
In addition to her professional endeavors, Liliana is passionate about education. She serves as an adjunct professor in the Finance Department at Suffolk University, where she shares her knowledge with aspiring financial professionals. She has been invited to speak on numerous panels hosted by various universities, further demonstrating her commitment to mentoring and empowering the next generation of talent in the wealth management industry.
Liliana is a dynamic advocate for women's empowerment, making significant strides in advancing opportunities for women in business. As a Board Director at FintechWomen, she leads the Partnerships Committee, fostering strategic alliances for innovation and inclusion. She also serves on the board of WBG Connect, a non-profit dedicated to empowering women in business. Previously, as Director for Women of ALPFA, she spearheaded the 18th Latina Summit in Boston, bringing together leaders and professionals for transformative dialogue. Her dedication to organizing empowering events continues as the Northeast Regional Ambassador for JPMA Women in Wealth, where she champions initiatives to elevate women in finance.
Before joining J.P. Morgan, Liliana managed a boutique real estate brokerage in Cambridge, MA, where she engaged with a diverse clientele from around the globe. This experience honed her insights into the real estate industry, enabling her to provide strategic advice and craft tailored solutions that aligned with her clients' unique investment goals.
She is bilingual in English and Spanish, which enables her to connect effectively with diverse clients and colleagues. Outside of her work, teaching and volunteering, Liliana enjoys traveling, discovering new restaurants, networking and forming new friendships.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
Insights
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July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
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