Direct booking
Book time directly with this advisor, no back-and-forth required
Advisors near 33432
Out of 400,000+ nationwide
Alonso R
Verified by Warmer
CFP®
Boca Raton, FL
Advise Financial
With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNERâ„¢ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds 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. A bilingual professional, he is fluent in both English and Spanish.
Jason K
CFP®, Series 66
Highland Beach, FL
Grow Planning, LLC
Steven S
Series 65
Boynton Beach, FL
Leslie Gale Advisors, LLC
Charles A
Series 63, Series 65
Boca Raton, FL
Ideas in Finance
Jubin K
CFP®, Series 63, Series 65
Coral Springs, FL
Profitable Financial Strategies
Eric S
Series 63, Series 66
Boca Raton, FL
Sikes Financial Services, LLC
Zachary W
Series 66
Ft. Lauderdale, FL
Wolfson Private Wealth, LLC
Lior R
Series 63, Series 65, Series 66
Boca Raton, FL
147th Group LLC
Ryan W
Series 65
Parkland, FL
Gateway Capital Management
Scott H
Series 63, Series 65
Boca Raton, FL
S.H. Capital Management Corp.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
Advisors near 33432
Out of 400,000+ nationwide