Alonso Rodriguez Segarra
Founder and CEO
Advise Financial
Fee-Only - Hourly financial planner located in Boca Raton, Palm Beach County, Florida, Serving clients in Florida and nationwide
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
We provide Hourly Financial Planning.
Investopedia Top 100 Financial Advisor
We specialize in clients seeking a second opinion, portfolio review, or to check whether they are on the right path toward their goals.
Get to Know Alonso Rodriguez Segarra
Alonso Rodriguez Segarra has more than 25 years of experience in banking and finance. Investopedia and etf.com named him one of the Top 100 Most Influential Financial Advisors in the USA, and he is 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 230 clients. This has led him to experience working with both national and international clients.
He has a bachelor's degree in business administration, with a concentration in Banking and Finance, a Master’s degree in Finance, and a postgraduate degree in Financial Planning from Boston University.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Education Planning
- Tax Planning
- Estate Planning
- Risk Management
- SEP IRA / 401 (k) for Businesses
Ideal Clients:
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Successful Hispanics
- Do It Yourselfers
- Looking for a second opinion
FAQ with Alonso Rodriguez Segarra
- Can you provide more information about the Hourly Financial Planning Service and what it entails?
- Do you provide portfolio management services? If yes, what is the minimum investment amount?
- Could you please tell me the hourly rate for the service?
- What would be the first step if I wanted to know more about your services?
- Are you a bilingual financial advisor and planner?
- Can you provide more information about the Hourly Financial Planning Service and what it entails?Financial planners can be hired for a consultation and only paid for the necessary time, similar to hiring an accountant or lawyer. You only pay for the needed time. Since the service is charged per hour, no minimum portfolio amount is required.
- Do you provide portfolio management services? If yes, what is the minimum investment amount?
- Could you please tell me the hourly rate for the service?
- What would be the first step if I wanted to know more about your services?
- Are you a bilingual financial advisor and planner?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Media Mentions and Industry Involvement
Access All Articles, Press Releases, and Media Mentions for Advise Financial and Alonso Rodriguez Segarra
Alonso Rodriguez Segarra is Quoted in InvestmentNews: "Empowering a diverse client base"
Alonso Rodriguez Segarra Named to Investopedia's 100 Top Financial Advisors of 2023
Alonso Rodriguez Segarra is Quoted in MarketWatch: "I’m 65 with no 401(k) and just $6,000 in savings. At this point, can a financial adviser even help me?"
Alonso Rodriguez Segarra is Quoted in MarketWatch: "I only get a yearly call from my adviser, and recently, after I requested $35K to purchase a Jaguar, he ‘just wasn’t as cordial anymore.’ What should I do?"
Alonso Rodriguez Segarra is Quoted in MarketWatch: "My cousin is about to retire at 55. Meanwhile, my last financial adviser told me to pay off my mortgage, which was ‘not good advice.’ How can I get on track?"
Alonso Rodriguez Segarra is Quoted in MarketWatch: "‘Shark Tank’ star Kevin O’Leary says this is the ‘crap’ you should do without to save enough for retirement"
Alonso Rodriguez Segarra is Quoted in MarketWatch: "I’m 41, live in California and have a $2.5M net worth. I want to retire in a few years to Thailand. What should I do to make that happen? Should a pro help? "
Alonso Rodriguez Segarra is Quoted in MarketWatch: "‘After 3 divorces, I pretty much have nothing in the bank.’ I’m retired for medical reasons, but now taking ‘large hits’ on my money. Where do I turn for help? "
Alonso Rodriguez Segarra is Quoted in MarketWatch: "Are we simply ‘not rich enough’? My husband and I want a financial adviser, but the well-regarded ones seem to only help people with ‘way more money.’ What’s our move? "
Alonso Rodriguez Segarra is Quoted on Barrons: "5 Critical Questions to Ask Your Financial Advisor Right Now About Inflation"
Advise Financial is an Accredited Business by The Better Business Bureau
Office Locations
By Appointment or Virtual - Boca Raton, FL 33496
Advisor Disclosure
Advise Financial LLC, is an investment advisor registered with the Florida Office of Financial Regulation (OFR). Advise Financial® is a Registered Trademark. This license does not imply or represent a certain level of skill or training, nor approval by the OFR.
Information for educational purposes only, should not be considered financial advice or a sale of a financial product.
Financial services are provided only to clients of Advise Financial LLC, after the signing of a Service Contract, as well as the delivery of a) ADV Part 2-A, b) ADV Part 2- B, and c) Privacy Policy. We request that our clients read this information in detail.
