Alonso Rodriguez Segarra is a seasoned expert in the banking and financial industry, a Fee-only and fiduciary financial planner with over 25 years of experience guiding individuals and families toward greater financial well-being. He is a CERTIFIED FINANCIAL PLANNER® and has been recognized two times among the Top 100 Financial Advisors in the U.S., once by Investopedia (2023) and another time by ETF.com as one of the industry’s most outstanding leading advisors.
In 2025, he was recognized as a Top Money Expert by GoBankingRates and has been continuously featured in prestigious financial publications, including MarketWatch, Money.com, Yahoo Finance, Morningstar, and AARP, among many others.  He is also a member of NAPFA, the Financial Planning Association (FPA), and the Fee-Only Network, which maintains the highest fiduciary standards in the industry.
As CEO and founder of Advise Financial, Alonso leads a team that serves over 228 domestic and international clients, providing practical, personalized solutions designed to meet each client’s unique needs. His experience encompasses a wide range of strategies, including Roth conversions, Required Minimum Distributions (RMDs), and retirement income planning, all designed to help his clients create a secure and worry-free future with a focus on tax planning.
He holds a Bachelor of Business Administration with a concentration in Banking and Finance, as well as a Master of Finance. He has completed postgraduate studies in Financial Planning at Boston University.
Beyond his credentials, Alonso brings a deep sense of humanity to his work. He is a self-proclaimed finance enthusiast who genuinely enjoys staying up to date with market trends, reading, and continuous learning—values he proudly shares with his daughters. Golf has been a lifelong passion; he began playing golf with his father as a child and now continues with his daughters, who, he admits with a smile, often surpass him.
Alonso is also deeply committed to social impact. Over the years, he has contributed to several organizations focused on improving communities and currently serves as an Ambassador for the Nicklaus Children’s Hospital Foundation Advisory Group.
For Alonso, financial planning isn’t just about managing money; it’s about building confidence, empowering others, and making a meaningful difference in people’s lives.