Alonso Rodríguez Segarra, CFP®

Hourly Financial Planning: Retirement & Investing

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Advise Financial Alonso Rodríguez Segarra, CFP®

Serving Clients Nationwide

Hourly Financial Planning: Retirement & Investing

(561) 454-8284

Website

Areas of Focus

Financial Life Planning
Investment Management
Retirement Planning
Social Security
Taxes

About Alonso Rodríguez Segarra, CFP®

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. He has been recognized by Investopedia as one of the Top 100 Financial Advisors in the United States, named among The Top 100 Financial Advisors Leaders by etf.com, and included in GOBankingRates' 2025 "Top 100 Money Experts" series. 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 ®

Affiliations

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

Primary Location

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

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 Advise Financial

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

Languages

English
Spanish

Hobbies and Interests

Golf
Reading
Volunteering
Writing

SEC Lookup

View Disclosure

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

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