Alonso Rodriguez Segarra

CFP®

Founder and CEO

Advise Financial


Boca Raton, FL
Anywhere / Virtual Meetings
Alonso Rodriguez Segarra
  • https://www.facebook.com/advisefin
  • https://www.linkedin.com/in/alonso-rodriguez-segarra-cfp%C2%AE-81901686/
  • https://www.youtube.com/@AdviseFinancial
  • https://www.instagram.com/advisefinancialusa/
  • https://www.advise-financial.com/financial-education-en/

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.

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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?
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.
  • 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?

Media Mentions and Industry Involvement

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.


FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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