Alonso  Rodriguez Segarra,  CFP<sup>&reg;</sup> - Financial Advisor

Alonso Rodriguez Segarra, CFP®

CEO

Advise Financial LLC

6503 N Military Trl, Apt 2105,
Boca Raton, Palm Beach, FL 33496-2636

Advise Financial LLC

6503 N Military Trail, Apt 2105
Boca Raton, FL 33496
FINANCIAL ADVISOR'S WEBSITE
(786) 725-3690
(954) 381-1070
CONNECT WITH Alonso
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General

Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advise Financial LLC in Boca Raton, Palm Beach, FL and the surrounding communities.

Financial Advisor Overview

Alonso Rodriguez Segarra, a CERTIFIED FINANCIAL PLANNER® with over 25 years of experience, is dedicated to serving his community in Palm Beach and clients nationwide. Recognized by Investopedia as one of the Top 100 Financial Advisors in the United States and named among The Top 100 Financial Advisors Leaders by etf.com, Alonso is passionate about empowering his clients with financial knowledge. His goal is to provide them with greater financial well-being and transform their finances by adding value. As the CEO and founder of Advise Financial, Alonso has extensive experience working with both national and international clientele. Equipped with 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, Alonso offers comprehensive and objective hourly financial planning and investment management services. Advise Financial's hourly financial planning service offers flexibility. You only pay for the time you need, allowing you to access Alonso's expertise without long-term commitments. While specializing in serving the Palm Beach community, Advise Financial also provides personalized guidance for your retirement and wealth management goals nationwide

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources