
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 and named among the top 100 financial advisors leaders by etf.com. 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.
Education
Bachelor’s in Business Administration, Universidad Metropolitana (VE)
Master’s in Finance, IESA
Postgraduate in Financial Planning, Boston University
Accolades
- Named among Top 100 Financial Advisors by Investopedia
- Included in Top 100 Financial Advisor Leaders by etf.com
- CEO & founder of Advise Financial, a fee‑only, fiduciary wealth firm
Expertise in
- Financial education
- Financial planning
- Index-based investing and risk management
- Fiduciary advising
- Serving national and Hispanic clientele
Automate contributions — even small ones — and you build investor habits without overthinking it.

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