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
Click the 'Book Intro Call' button above to schedule a free introductory meeting.
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
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.
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.