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Rafael S Marquez CLU, Principal with Marquez Financial

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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.

07/24/2026

Yesterday, I officially earned the Chartered Financial Consultant®️ (ChFC®️) designation from The American College of Financial Services.

Combined with my Chartered Life Underwriter®️ (CLU®️) designation, this milestone represents far more than adding letters after my name. It reflects my commitment to continuous learning and my responsibility to provide the highest level of guidance to the families, professionals, executives, and business owners who place their trust in me.

These designations represent years of advanced education in comprehensive financial planning, investment management, retirement planning, insurance, estate planning, taxation, and business strategies. More importantly, they represent a commitment to helping my clients make informed decisions with confidence.

I am deeply grateful to my family, mentors, colleagues, and especially my clients for your trust and support throughout this journey. Your confidence in me inspires me to keep learning, growing, and striving for excellence every day.

With the addition of the ChFC®️, I now hold two of The American College of Financial Services' premier professional designations, and I look forward to putting that knowledge to work for the people I serve.

Here's to lifelong learning, meaningful relationships, and helping others protect, grow, and transfer wealth with confidence.

Thank you for being part of this journey.

07/14/2026

Honored and Grateful

I am incredibly honored to be recognized by Forbes | SHOOK as one of the 2026 Best-in-State Financial Security Professionals for Florida North.

This recognition is especially meaningful because it marks my third consecutive year receiving this distinction. I am also honored to have been ranked #36 in Florida North among an outstanding group of financial professionals.

While awards are appreciated, they are ultimately a reflection of the trust my clients place in me and the relationships we've built over the years.

Every day, I have the privilege of helping successful families, professionals, executives, and business owners make informed financial decisions to protect what they've built, grow their wealth, prepare for retirement, and create lasting legacies. That responsibility is something I never take for granted.

I want to sincerely thank my clients, referral partners, colleagues, friends, and family for your continued confidence and support. Your trust inspires me to continue learning, growing, and striving for excellence every day.

To learn more about the Forbes Best-in-State Financial Security Professionals list and the ranking methodology, visit:
https://bit.ly/4btChCT

Individuals do not pay a fee for placement on Forbes rankings, which are independently determined by SHOOK Research.

07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4amo7Ty

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4dRCH6o

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.

The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

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.

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.

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.

Address

6200 Metrowest Boulevard, Suite 201H
Orlando, FL
32835

Telephone

+3219474072

Website

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