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.

NAPFA Start Date

August 01, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6503 N Military Trail Apt 2105 Boca Raton, FL 33496 Phone: +1 (786) 725-3690