Alonso Rodriguez Segarra, CFP^®

Alonso Rodriguez Segarra has more than 20 years of experience in the banking and finance area. Named by Investopedia among the Top 100 Most Influential Financial Advisors in the USA and also a CERTIFIED FINANCIAL PLANNER ™. His greatest desire is to make his knowledge available to his clients to provide them with greater financial well-being and positively transform their finances by adding value. He is the CEO and founder of Advise Financial, which serves more than 170 clients, which has led him to have experiences with both national and international clients. He has a bachelor's degree in business administration, with a concentration in Banking and Finance, and a Master’s degree in Finance. He has a postgraduate degree in Financial Planning from Boston University. Alonso Rodriguez is a Florida fee-only hourly Financial Planner. Advise Financial provides comprehensive and objective hourly financial planning and investment management, offering a personalized service for your retirement and wealth management goals.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Cross-border Planning, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Starting a Family, Personal Taxes