Alonso Rodríguez Segarra, CFP®

We transform your finances to transform your life.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
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 did a master's degree in Finance at IESA and a postgraduate degree in Financial Planning at the University of Boston - 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 Latino families to improve their personal finances through Financial Plans made to measure and manage their investments with our Advise Financial firm in Florida - USA, Advise Financial®.

I am one of the few Latinos and the first Venezuelan to achieve the prestigious CERTIFIED FINANCIAL PLANNER ™ accreditation in the USA.

My email is alonso@advise-financial.com, 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 Universida de Boston - 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 Latinas 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 alonso@advise-financial.com y estoy siempre dispuesto a servir. Gracias

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • 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 (https://calendly.com/advisefinancial/): Conozca nuestros servicios con una breve llamada exploratoria o una reunión por videoconferencia.

Offers Investment Management

Yes

About our Firm

We provide financial well-being to successful Hispanics, we are retirement planners and investment advisors, with personalized attention; for those who have the courage to build a better future and are convinced that a better tomorrow is possible.

Since 2016, at Advise Financial®we offer investment advisory services and financial planning, regulated by the Office of Financial Regulation in Florida.

We are convinced that a better tomorrow is possible, so we are here to combat the factors that limit the financial well-being of Hispanics:

✅ 70% of Hispanics do not have a financial plan.

✅ Less prepared for a financial emergency.

✅ Few Spanish-speaking financial coaches.

✅ The population with the least investments in the stock market. Few Spanish-speaking financial coaches.

We are ready to support your investments and goals!

Education

Boston UniversityBoston University Financial Planning, Personal Finances

Badges

Languages

  • 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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.