Alonso Amaya, QPFC

Vice President | Financial Advisor

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Biography
Credentials & Awards

Alonso Amaya is an institutional financial advisor based in Southern California.

Alonso focuses on advising plan sponsors on plan design, fiduciary governance, and investment oversight, aiming to help organizations improve retirement outcomes for their employees.

Before joining CAPTRUST, Alonso spent 24 years with Fidelity Investments as a vice president of 401(k) sales. He then spent four years as an institutional retirement plan advisor with Morgan Stanley.

Alonso earned his Bachelor of Arts in political philosophy from the University of Dallas. He also earned his Master of Business Administration from the University of Dallas Graduate School of Management.

In his free time, Alonso enjoys spending time with his wife and children. He also enjoys music, golf, and football.

Education

  • Bachelor of Arts in political philosophy, University of Dallas
  • Master of Business Administration, University of Dallas

Industry Designations

  • Qualified Plan Financial Consultant

Industry Involvement

  • Former Board Member, Torrey Pines Pop Warner Football

Resources

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