Hi!

I'm Alonso Rodriguez Segarra. CERTIFIED FINANCIAL PLANNER ® specialized in Palm Beach community.

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.

About me

I am passionate about empowering people with financial knowledge. I aim to give them greater economic well-being and transform their finances by adding value. As the CEO and founder of Advise Financial, I have over 25 years of experience working with national and international clientele.

I am pleased to welcome you to this window that will allow us to share more closely the financial concerns of our daily lives and that you will know beyond the advisor, the husband, the goal player, and the father of two girls. While specializing in serving the Palm Beach community, I also provide personalized guidance for your retirement and wealth management goals nationwide.

Now, I write articles for diferents platforms about finances wellness and personal finances. Some platforms are:

Why I'm a CERTIFIERD FINANCIAL PLANNER®?

Since I was very young, I was passionate about the stock market. That is why I studied banking and finance and earned a master's degree in finance to continue learning about these subjects. My grand goal was to become an improvement in people's lives through financial planning.

Practically by mistake, I realized that a new trend was emerging in Finance, which was called Financial Planning. With this, I saw that the scheme offered to clients in the world of investments was wrong; Instead, they were putting the horses behind the cart, not in front. It is really about having a financial destiny and knowing what dreams you want to achieve financially, and that is where an investment portfolio serves as a vehicle that will take you towards those goals you have set for yourself and not the other way around. Money is simply a tool that serves to fulfill the dreams that you want to achieve. And don't make the mistake that many investors make: they dare to invest without knowing where they are going. Not knowing where you are going may be running very high-risk levels, which are unnecessary because you don't have a clear destination.

That's why I set out to be one of the first hispanic to achieve the prestigious certification of "CERTIFIED FINANCIAL PLANNER®," in the United States. For this, I had to do a 3-year Postgraduate course at Boston University and take a complex exam, in addition to meeting rigorous standards of ethics and professional experience. I am proud to be among the few Latinos in the United States to achieve this certification to help you with your finances. That's where Advise Financial was born:

https://advise-financial.com/

I'm a Financial Nerd: I enjoy reading and doing it, constantly being prepared to stay up to date in the financial area. This is one of the values I have instilled in my daughters.
Golf is my favorite sport, I used to play it since I was little with my father, and now I do it with my daughters, with my daughters, although despite the years of practicing, they do it better than me hahaha.
Social Impact: One of my greatest passions is helping others. That is why for years, I have been part of associations aimed at the social impact of communities. Currently, I am part of the Nicklaus Children’s Hospital Foundation Advisory Group Ambassadors team.

About my passions:

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