Rafael S Marquez CLU, Principal with Marquez Financial

Rafael S Marquez CLU, Principal with Marquez Financial Financial Services Professional offering products and services through NYLIFE Securities LLC Rafael S Marquez is not licensed in all jurisdictions.

Rafael S Marquez CLU is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Rafael S Marquez CLU is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Lif

e Company. Neither Marquez Financial and Insurance Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Marquez Financial and Insurance Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

6200 Metrowest Blvd
Suite 201H
Orlando, Florida, 32835
(321) 947 – 4072

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4vq1k2i

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

Grateful and proud to share that I’ve qualified for MDRT four years in a row.MDRT (Million Dollar Round Table) is a glob...
03/21/2026

Grateful and proud to share that I’ve qualified for MDRT four years in a row.

MDRT (Million Dollar Round Table) is a global association of the top financial professionals in the world, representing excellence in client service, ethics, and production. Fewer than 1% of advisors worldwide achieve this recognition.

This milestone reflects consistency, discipline, and most importantly, the trust my clients place in me every single year.

Thank you to everyone who has been part of this journey. We’re just getting started.

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a differe...
03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4bmgFYs

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his mar...
02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4rxfR9O

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article fr...
02/14/2026

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article from Yahoo Finance explains how the two are connected and what buyers and homeowners might expect in the months ahead:

https://yhoo.it/4kykrSy

Have questions about how this can impact your other financial goals and your situation? I'd love to help you think it through. Let's connect.

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 mon...
01/22/2026

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 money trends that helped people save smarter, and the ones that are better left in the past:
https://yhoo.it/4tbo2Kr

Want to talk about building a savings approach that actually fits your life? Let's connect.

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 ...
12/30/2025

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/4qB7Xvs

If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending snea...
12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/4p5z00p

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it do...
12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/3M9M3R1
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from ...
11/20/2025

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from New York Life explores how a thoughtful financial strategy might bring confidence, clarity, and a sense of calm during uncertain times:
https://nyl.co/3KbS2nC

Want to talk about what that kind of confidence could look like for you? Let’s connect.

We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new F...
10/30/2025

We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new Fed-backed study via Forbes takes a deeper look at whether budgeting apps are truly shifting consumer habits—or just creating more noise. Curious what the data shows? Take a look here:
https://bit.ly/4nvnRFA

Let’s talk about what really works for you – tools, mindset, and goals. I’m here when you’re ready.

Textbooks, tuition, room and board… even late-night pizza runs. College costs add up fast. The right savings strategy ca...
09/18/2025

Textbooks, tuition, room and board… even late-night pizza runs. College costs add up fast. The right savings strategy can make it manageable. When it comes to paying for college, this article offers some great guidance and tips:
https://nyl.co/3IwrlZX

Let’s talk—I can help you find the approach that works specifically for your college savings goals.

Address

6200 Metrowest Boulevard, Suite 201H
Orlando, FL
32835

Telephone

+3219474072

Website

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