Alonso Rodriguez (CFP®)

Alonso Rodriguez 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 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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This Office

10748 NW, 12th Manor Plantation, FL 33322 Phone: (786) 667-7200