Alonso Rodriguez
CFP®
Advise Financial
CEO
Alonso Rodriguez
CFP®
Advise Financial
CEO
Advise Financial® was born to serve those Successful immigrants or Business Owners who know that a better tomorrow is possible and seek to increase their Financial Well-being. - Alonso Rodriguez, CFP®
Fee-Only - Hourly financial planner located in Plantation, FL, serving clients in Florida and Texas.
Alonso Rodriguez is a Plantation, FL fee-only financial planner. Advise Financial provides comprehensive and objective financial planning and investment management to help Successful immigrants or business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Alonso Rodriguez is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Alonso Rodriguez has more than 20 years of experience in the banking and finance area. He is the first Venezuelan to obtain the prestigious certification «CERTIFIED FINANCIAL PLANNER ™», he is licensed as an investment advisor in the USA and Venezuela.
He held relevant positions in several subsidiaries of Mercantil Servicios Financieros in Venezuela, being: President of Mercantil Servicios de Inversión, of the Mercantil Mutual Fund and Director of Merinvest Casa de Bolsa, as well as head of Trust and the capital market investigation unit of the group.
He has a bachelor's degree in business administration, with a concentration in Banking and Finance from the Metropolitan University, and a Master’s degree in Finance from IESA in Venezuela. He has a postgraduate degree in Financial Planning from Boston University.
Alonso Rodriguez is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Choosing a financial advisor can be incredibly complex; 45% of middle-aged Americans would instead visit the dentist than make an appointment with a financial adviser (source FMG).
We want to help you with this critical decision. We provide advice and personalized financial planning for those who dare to build a better future and are convinced that a better tomorrow is possible.
3 solutions for your finances:
- Advise Financial® Investment: for those who know that inflation eats up their money in bank accounts and want to invest but do not have the time or do not know how. (IRA, Roth IRA, a Taxable, a 529 Plan, an HSA, or a combination of them).
- Advise Financial® Planning: for those who want to get their finances in order and optimized, with a tailor-made plan with clear lines of action to achieve their goals (Retirement, Education, debts, Estate Planning, Cash flow, Investments, among others).
- Advise Financial® Priority: for those who are looking for the best, where we will provide you with a tailored portfolio, together with a financial plan for your goals, as well as support in achieving them.
Why Advise Financial?
- The customer always comes first.
- We adapt to what you need: Hourly financial planning or Fee Financial Plans.
- We are Fiduciary, and achieving what is best for you is our priority.
- Our services are provided with virtual meetings for your comfort.
- CERTIFIED FINANCIAL PLANNER™ with more than 20 years of experience.
We work with clients who seek to be successful and transform their finances to transform their lives; we also are specialized in immigrant clients as a bilingual firm (English-Spanish).
Ready to learn more? Book your free appointment; please visit our website for more information: advise-financial.com
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Successful Hispanics
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Alonso Rodriguez is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Alonso Rodriguez is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Alonso Rodriguez is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Alonso Rodriguez
Office Locations:
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10748 NW 12th Manor
Plantation, FL 33322 -
1600 Ponce de Leon Blvd.
Suite 1000
Coral Gables, FL 33134
