Tel: 561-454-8284 1200 N Federal Hwy Suite 300 Boca Raton, FL 33432
About Alonso Rodriguez Segarra
Alonso Rodriguez Segarra, founder and CEO of Advise Financial, is a CERTIFIED FINANCIAL PLANNER® with 27 years of experience, dedicated to serving his community in Palm Beach and clients nationwide. Alonso has been recognized as one of the "Top 100 Financial Advisors" in the United States by Investopedia, named among the "Top 100 Financial Advisors Leaders" by etf.com, and included in the "Top 100 Money Experts" series by GOBankingRates in 2025, sharing the list with industry giants like Warren Buffett, Dave Ramsey, and Suze Orman. His passion lies in empowering his clients with financial knowledge to transform their finances and enhance their well-being. With a strong academic background, including 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, objective, hourly financial planning and investment management services. His extensive experience spans both national and international clientele.
About Advise Financial
At Advise Financial, founded in 2016 on the conviction that a Fee-Only financial advisory model is truly best for you, your financial well-being is our top priority. We offer comprehensive financial planning, portfolio management, and hourly consultations. Our hourly service is ideal for those looking to validate their current portfolio and confirm they're on a beneficial path. Our services are designed for individuals and families, especially those nearing or already in retirement.
It's crucial to understand that, as a Fee-Only firm since day one, we don't sell financial products. Our advice is entirely unbiased and fiduciary, meaning we always act exclusively in your best interests and accordance with your needs. We specialize in Roth conversions and RMDs, and we develop robust strategies to support your retirement income.
We're also dedicated to educating the community, particularly retirees and pre-retirees. We recognize the significant concern about optimizing withdrawals, and our goal is to empower individuals to make informed decisions and validate their existing financial plans, helping them build a confident path to retirement.
This recognition highlights the top 100 advisors, who have demonstrated exceptional growth, leadership, and expertise in helping clients navigate the ever-evolving world of exchange-traded funds (ETFs).
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