Meet Alonso Rodriguez Segarra | Hourly Financial Planner

We had the good fortune of connecting with Alonso Rodriguez Segarra and we’ve shared our conversation below.

Hi Alonso, what was your thought process behind starting your own business?
After working for more than 18 years in the banking and wealth management sector, I realized that many financial advisors are not looking for what is best for their client’s finances. Instead, they look for what is best for their financial groups or bonuses, sell expensive financial products, and do not offer genuine holistic advice to improve their clients’ finances.

Therefore, I decided this was not how I wanted to continue my professional life. My mission is to transform my clients’ finances and positively transform their lives.

That is where all financial advisors seek to earn a fixed percentage of their client’s portfolios regardless of whether they add value. In our case, we decided that we were going to offer primarily the hourly financial planning service, where you could count on a consultant for your finances, someone who would help you review everything from your tax planning to your cash flow, your portfolios, your debts and would support you in giving a professional response to all those doubts you might have about your finances. But always know that this advice will come from a professional and without conflict of interest, where the client is the only one who pays us for our services, and we do not receive commissions from third parties.

It is there that we began to offer our Hourly Financial Planning service. We are one of the few Certified Financial Planners in the country that offer this type of service.

Can you give our readers an introduction to your business? Maybe you can share a bit about what you do and what sets you apart from others?
Whoever says that starting a business is easy lies, especially in cases like ours, where we migrated to this beautiful country and have endured many challenges. I come from Venezuela and have been able to live through one of the most extensive processes of wealth destruction in history, going from being a country of great abundance due to the oil boom to the most impressive levels of poverty where we had to live through processes of hyperinflation, acute shortages of both essential products, and knowing what it is like to be without such basic services as electricity and water. Despite all these challenges, I managed to obtain my National Interest Visa because the United States realized I could add value to this country. In 2023, Investopedia named me one of the Top 100 Most Influential Financial Advisors in the USA, and in 2024, etf.com named me among the Top 100 Financial Advisors Leaders.

But of course, it has not been easy, especially in a business where growth happens little by little and is based on trust, where you have to keep paying your expenses, and where, being an immigrant, I had no contacts to call to refer clients to me. Everything has been a process based on maintaining faith and knowing that we really want to improve clients’ finances by adding real value to their finances.

Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
I’m not the best person to answer this question because I like my job so much that I often prefer quieter places a little further away. For example, I would tell you that you have to go to the beaches, and as a good financial planner, I would ask you to stay away from the malls. Many people come to Florida and think everything is based on shopping at a mall.
Likewise, since I like golf, I would tell you that the Trump National Doral Golf Club is a must-go stop. If you want to travel a little to see more of South Florida, go to The Park in West Palm, where you will have fun with one of Florida’s most complex greens circuits.
Of course, you must go to Lincoln Road and enjoy its restaurants. Then, visit Downtown Brickell and be able to walk through its luxurious towers, then go for a walk through Wynwood to discover all its artistic expressions. Closing with a visit to South Pointe Park to go and relax with your family.

The Shoutout series is all about recognizing that our success and where we are in life is at least somewhat thanks to the efforts, support, mentorship, love and encouragement of others. So is there someone that you want to dedicate your shoutout to?
Of course, none of this would have been possible without the help of my team, who, day after day, with the best will and a high sense of professionalism, strive to positively transform the finances of our clients, always looking to optimize our processes, adding the most advanced technology to achieve a process of continuous improvement. But we always focus on knowing that personal finances are more personal than financial and aim to improve our client’s financial well-being and expand financial literacy through our social networks and newsletter so that this well-being reaches more people.

Website: https://advise-financial.com/

Instagram: https://www.instagram.com/advisefinancialusa/

Linkedin: https://www.linkedin.com/in/alonso-rodriguez-segarra-cfp%C2%AE-81901686/

Youtube: https://www.youtube.com/@AdviseFinancial

Other: We also have another YouTube Chanel for the Hispanic community: https://www.youtube.com/@advisefinancial1515

Image Credits
Investopedia – Top Financial Advisor 2023
etf.com – Top Financial Advisor 2024