Alonso Rodriguez Segarra is an expert in the banking and financial area, with more than 20 years of experience in the industry. Investopedia named him as one of the 100 most influential financial advisors in the United States in 2023; he is a CERTIFIED FINANCIAL PLANNER™, and he is a member of the National Association of Personal Advisors (NAPFA), the Financial Planning Association (FPA), and part of the Fee-Only Network.
He aims to use his expertise and abilities to enhance his client’s financial well-being and positively impact their lives by adding value to their finances.
As CEO and founder of Advise Financial, Alonso and his team serve more than 170 domestic and international clients, providing practical and customized solutions to each of them.
Alonso has a Bachelor’s degree in Business Administration with a specialization in Banking and Finance and a Master’s degree in Finance. Additionally, he obtained a postgraduate degree in Financial Planning from Boston University.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
BBB Accredited Business
CFP Board
Fee Only Network
Financial Planning Association
National Association of Personal Financial Advisors
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Book your complimentary 25-minute session now for financial advice and planning:
- Financial situation assessment.
- Review of Retirement Investment Planning.
- Maximize tax benefits for your retirement.
- The best time to start collecting Social Security benefits.
Offers Investment Management
Yes
About our Firm
We help pre-retires and retires to achieve Financial Well-being with our Hourly Financial Planning Service. You only pay for the time you need.
Our clients seek Personal Financial Advice and want a Professional Financial Adviser to assess their retirement readiness without any pressure to purchase financial products or to have to shift their assets to another financial institution or adviser. They want a session with a Professional Financial Advisor for Retirement Planning.
We provide solutions for your complex financial questions:
- Hourly Financial Planning: We will be your financial adviser, helping you make decisions from preparing for retirement to life as a retiree. You only pay for the time you need.
- Investing money can be difficult for those who lack time or knowledge in portfolio management. Many seek a reliable financial advisor to manage their investments.
Since 2016, at Advise Financial®, we have offered investment advisory services and financial planning.
✅ We adapt to what you need with our Hourly financial planning services.
✅ Fee-Only, we will not sell you high-commission financial instruments.
✅ We are Fiduciary, and our priority is achieving what is best for you.
✅ Our services are provided with virtual meetings for your comfort.
At Advise Financial®, our goal is to transform your finances to transform your life. We offer hourly financial planning services near to you in Florida and Texas and are proud to provide bilingual assistance in Spanish.
Education
Boston UniversityBoston University Financial Planning, Personal Finances
Awards and Honors
Investopedia: 100 Top Financial Advisors in the USA 2023
Expertise.com, Best Financial Advisors in Sunrise Florida 2023 and 2022
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