GOBankingRates works with many financial advertisers to showcase their products and services to our audiences. These brands compensate us to advertise their products in ads across our site. This compensation may impact how and where products appear on this site. We are not a comparison-tool and these offers do not represent all available deposit, investment, loan or credit products.
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.
Bachelor’s in Business Administration, Universidad Metropolitana (VE)
Master’s in Finance, IESA
Postgraduate in Financial Planning, Boston University
Automate contributions — even small ones — and you build investor habits without overthinking it.
Sign up for our daily newsletter for the latest financial news and trending topics.
For our full Privacy Policy, click here.
Please disable your adblocker to enjoy the optimal web experience and access the quality content you appreciate from GOBankingRates.
