Alonso Rodríguez Segarra, CFP®

Hourly Financial Planning, Retirement and Investments

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

Serving Clients Nationwide

Hourly Financial Planning, Retirement and Investments

Areas of Focus

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

About Me

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



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

Primary Location

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

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 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


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.


Boston UniversityBoston University Financial Planning, Personal Finances

Awards and Honors

  • Investopedia: 100 Top Financial Advisors in the USA 2023
  •, Best Financial Advisors in Sunrise Florida 2023 and 2022



  • English
  • Spanish

Hobbies and Interests

  • Golf
  • Volunteering
  • Writing

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Families
  • Foreign-Born Individuals
  • Gen X
  • Immigrants
  • Individuals
  • Intergenerational Families
  • Investors
  • 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. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.