Alonso Rodríguez Segarra, CFP®

We transform your finances to transform your life.

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Advise Financial Alonso Rodríguez Segarra, CFP®
Coral Gables, Florida

Serving Clients Nationwide

We transform your finances to transform your life.

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Alonso Rodríguez Segarra. After more than 20 years of experience in the financial sector, I confirm daily that my great passion in life is to create greater Financial Well-being and prosperity for my clients and collaborators.

I am 100% financial; I studied banking and finance at Metropolitan University. I have a master's degree in Finance from IESA and a postgraduate degree in Financial Planning from Boston University - USA.

I worked for more than 18 years in the Mercantil Group in Venezuela, achieving presidential positions in several group companies and being a director in Merinvest, Mercantil's brokerage house.

My vital goal is to provide all my knowledge to transform your finances to transform your life; through personalized Financial Plans and help you manage your investments with our Advise Financial firm in Florida, Advise Financial®.

I am among the few Hispanics and the first Venezuelan to achieve the prestigious CERTIFIED FINANCIAL PLANNER ™ accreditation in the USA.

My email is, and I am always ready to serve. Thanks

Hola. Soy Alonso Rodríguez Segarra. Luego de mas 20 años de experiencia en el sector financiero, sigo ratificando día a día que mi gran pasión de vida es crear mayor Bienstar Financiero y prosperidad para mis clientes y colaboradores.

Soy 100% financiero, estudié banca y finanzas en la Universidad Metropolitana, hice una maestría en Finanzas en el IESA y un postgrado en Planificación Financiera en la Boston University - USA.

Trabajé por mas de 18 años en el Grupo Mercantil en Venezuela, logrando posiciones de presidencia en varias empresas del grupo y director en Merinvest la casa de bolsa de Mercantil.

Mi meta vital es brindarle todos mis conocimientos a las familias Hispanas para mejorar sus finanzas personales a través de Planes Financieros hechos a sus medida y la adminsitración de sus inversiones, con nuestra firma de Aseoría en la Florida - USA, Advise Financial®.

Tengo el honor de ser uno de los pocos Latinos y el primer venezolano en lograr la prestigiosa acreditación de CERTIFIED FINANCIAL PLANNER™ en USA.

Mi correo eletrónico es y estoy siempre dispuesto a servir. Gracias

Professional Designations



  • BBB Accredited Business
  • Financial Planning Association

Primary Location

1600 Ponce de Leon Blvd. 10th Floor, Ste 30 Coral Gables, FL 33134

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

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

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory meeting. Get to know our services with a brief exploratory call or a meeting by videoconference. | Programa tu cita aquí ( Conozca nuestros servicios con una breve llamada exploratoria o una reunión por videoconferencia.

Offers Investment Management


About our Firm

We provide financial well-being to professional immigrants or business owners; who seek investment advice and financial and retirement planning with personalized attention; we specialize in physicians, nurses, professionals in the technology sector, and successful Hispanics.

Advise Financial®, your financial adviser in Florida and Texas.

Since 2016, at Advise Financial® we have offered investment advisory services and financial planning.

We are convinced that a better tomorrow is possible, and for this reason, we want to facilitate the selection of the financial advisor and planner you need:

✅ We adapt to what you need: Hourly financial planning or Fee Financial Plans.

✅ Fee-Only, we will not sell you high-commission financial instruments.

✅ We are Fiduciary, and achieving what is best for you is our priority.

✅ Our services are provided with virtual meetings for your comfort.

We are ready to support your investments and goals!

Bilingual service, (We also speak Spanish).


Boston UniversityBoston University Financial Planning, Personal Finances

Awards and Honors

  •, Best Financial Advisors in Sunrise Florida 2023



  • English
  • Spanish

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Foreign-Born Individuals
  • Gen X
  • Immigrants
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

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