Alonso Rodríguez Segarra, CFP®

Hourly Financial Planning: Retirement & Investing

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Advise Financial Alonso Rodríguez Segarra, CFP®
Boca Raton, FL

Serving Clients Nationwide

Hourly Financial Planning: Retirement & Investing

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Social Security
  • Taxes

About Me

Alonso Rodriguez Segarra, a CERTIFIED FINANCIAL PLANNER® with over 25 years of experience, is dedicated to serving his community in Palm Beach and clients nationwide. Recognized by Investopedia as one of the Top 100 Financial Advisors in the United States and named among The Top 100 Financial Advisors Leaders by etf.com, Alonso is passionate about empowering his clients with financial knowledge. His goal is to provide them with greater financial well-being and transform their finances by adding value. As the CEO and founder of Advise Financial, Alonso has extensive experience working with both national and international clientele. Equipped with a bachelor's degree in business administration with a concentration in Banking and Finance, a Master's degree in Finance, and a postgraduate degree in Financial Planning from Boston University, Alonso offers comprehensive and objective hourly financial planning and investment management services. Advise Financial's hourly financial planning service offers flexibility. You only pay for the time you need, allowing you to access Alonso's expertise without long-term commitments. While specializing in serving the Palm Beach community, Advise Financial also provides personalized guidance for your retirement and wealth management goals nationwide

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • BBB Accredited Business
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

6503 N Military Trail, Boca Raton, Florida 33496

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory meeting. Book your complimentary 30-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 you in Florida, California, and Texas, and we are proud to provide bilingual assistance in Spanish.

Education

Boston UniversityBoston University Financial Planning, Personal Finances

Awards and Honors

  • etf.com: Top 100 Financial Advisors in the USA 2024
  • Investopedia: 100 Top Financial Advisors in the USA 2023
  • Expertise.com, Best Financial Advisors in Sunrise Florida 2023 and 2022

Badges

Languages

  • English
  • Spanish

Hobbies and Interests

  • Golf
  • Reading
  • Volunteering
  • Writing

Who We Serve

  • Accountants
  • Artists
  • Attorneys
  • Baby Boomers
  • Business Owners
  • Christians
  • College Graduates
  • Content Creators
  • Corporate Executives
  • Couples
  • DIY Investors
  • Dual Income Family
  • Engineers
  • Families
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Immigrants
  • Individuals
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Parents
  • Physicians
  • Real Estate Agents
  • Retail Industry
  • Sales Professionals
  • Single Women
  • Technology Professionals
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.