VETTED
Alonso Rodriguez Segarra
CFP®
Tel: 786-821-5148 1600 Ponce de Leon Blvd. Suite 1000 Coral Gables, FL 33134
About Alonso Rodriguez Segarra
"Alonso has more than 20 years of experience in the financial sector, with the primary goal of supporting his clients to achieve greater Financial Well-being, always working to offer them what is best for their personal and family finances. He has specialized in providing Hourly Financial Planning Services.
Alonso is CEO and Founder of Advise Financial, whose life goal is to Transform your Finances to transform your life; a firm with more than 200 clients with a team of financial experts. You will receive personalized service, where you will not be just another number but a close friend. In the United States, there are more than 500,000 financial advisors. Still, only 90,000 of them have the prestigious recognition of being a CERTIFIED FINANCIAL PLANNER™, and among them, less than 1% are Latinos with these certifications, as is the case of Alonso. He also has a Master's degree in finance, a postgraduate degree in Financial Planning from Boston University, and a Bachelor's degree in Business and Finance."
About Edelman Financial Engines, LLC - tariktestAlonso is CEO and Founder of Advise Financial, whose life goal is to Transform your Finances to transform your life; a firm with more than 200 clients with a team of financial experts. You will receive personalized service, where you will not be just another number but a close friend. In the United States, there are more than 500,000 financial advisors. Still, only 90,000 of them have the prestigious recognition of being a CERTIFIED FINANCIAL PLANNER™, and among them, less than 1% are Latinos with these certifications, as is the case of Alonso. He also has a Master's degree in finance, a postgraduate degree in Financial Planning from Boston University, and a Bachelor's degree in Business and Finance."
At Advise Financial, we value all relationships.
We will holistically advise you on 1) investments, 2) retirement planning, 3) educational plans and planning your general financial goals, 4) Social Security, 5) Medicare, 6) testamentary issues, 7) cash flow, 8) analysis of the life insurance that suits you best, 9) crypto assets, and 10) tax issues.
We could work with your CPA, lawyers and tax planners, and insurance specialists to provide you with the solutions that best suit your finances, all supported by the most modern technology that will allow you always to have the information at your fingertips.
See DisclosuresWe will holistically advise you on 1) investments, 2) retirement planning, 3) educational plans and planning your general financial goals, 4) Social Security, 5) Medicare, 6) testamentary issues, 7) cash flow, 8) analysis of the life insurance that suits you best, 9) crypto assets, and 10) tax issues.
We could work with your CPA, lawyers and tax planners, and insurance specialists to provide you with the solutions that best suit your finances, all supported by the most modern technology that will allow you always to have the information at your fingertips.
General Information
Firm Start Year:
2016
No. of Employees:
5-9 Employees
Number of Years with Current Firm:
7
Advisory Services Provided:
Portfolio Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Financial Advice & Consulting
Services
Can meet clients in the following ways:
Email, Phone, Our Office, Video Conference
Compensation and Fees
Compensation Methods:
Hourly
Firm Information
Assets Managed by Firm:
$27,000,000
Disclosures
https://adviserinfo.sec.gov/firm/brochure/282087
20 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Compensation Arrangements
Bank TransferVisaMasterCardDiscover
Awards & Recognitions
100 TOP Financial Advisors in the USA(08/01/2023)
Alonso has been named among the 100 Top Most Influential Advisors by Investopedia in 2023
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