Alonso Rodriguez Segarra (CFP®)

Alonso Rodriguez Segarra focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Business Owners

Cash Flow/Budgets/Credit Issues

College/Education Planning

Corporate Executives

Planning Specialties

Why Advise Financial? • The customer always comes first. • Fiduciary Duty and Fee-Only: We always look for the best for you. • Innovative and independent. • We use low-cost ETFs, giving you high diversification at a low cost. • CERTIFIED FINANCIAL PLANNER™ with more than 20 years of experience. • We adapt to what you need: Hourly financial planning or Fee Financial Plans. We work with clients who seek to be successful and transform their finances to transform their lives; we also are specialized in Hispanic clients as a bilingual firm (English-Spanish). Ready to learn more, request your free and non-binding appointment; please visit our website for more information: advise-financial.com

Additional Information

Choosing a financial advisor can be incredibly complex; 45% of middle-aged Americans would instead visit the dentist than make an appointment with a financial adviser (source FMG). Therefore, at Advise Financial®, we want to support you so that you make the decision that is best for you. We are a firm that provides advice and personalized financial planning for those who dare to build a better future and are convinced that a better tomorrow is possible.