Leaders Talks: Advise Financial CEO Alonso Rodriguez Segarra
Advise Financial’s Alonso Rodriguez Segarra shares his journey on becoming a financial advisor who puts clients’ needs first.
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In this debut segment of etf.com’s Leaders Talks series, Editor-in-Chief Kristin Myers sits down with Alonso Rodriguez Segarra, CEO and financial planner at Advise Financial, to discuss his journey to become a financial advisor and his passion for helping people improve their financial well-being.
Segarra highlights what he sees as the many benefits of exchange-traded funds, from expense ratios to diversification, and reveals his preferred ETFs. He also shares his biggest financial regret and recounts what steps he took after becoming an independent advisor to offer clients the best possible products for their needs.
