Specialties
About Me
Originally from Venezuela, moved the the US in 2011 and Joined New York Life as an agent in 2012.
In 2015 Rafael was promoted to be the Development Manager on the New York Life Orlando General Office, where he oversaw the training department and operations. After 7 years as a Development Manager, Rafael decided to go back to his roots of helping people prepare for their financial future and open his firm Marquez Financial and Insurance Strategies. Rafael has a BS in Electronic Engineer and holds the Life and Health Insurance License, and the Securities Licenses FINRA Series 6 and 63. Also he has the Chartered Life Underwriting (CLU), designation from The American College of Financial Services. Rafael qualify for MDRT in 2023, 2024and 2025, and was name 2024 and 2025 Forbes Top Financial Security Professional of the State of Florida.
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Interests & Hobbies
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Credentials
CLU
Chartered Designations
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Disclosures
I am a licensed insurance agent and registered representative offering securities through [Broker-Dealer Name, e.g., NYLIFE Securities LLC] (Member FINRA/SIPC), a licensed insurance agency, and a New York Life Company. My licenses include life and health insurance, as well as securities registrations required to offer certain investment products. I provide clients with information and guidance on life insurance, retirement income strategies, investment products, and related financial solutions. Any discussions or recommendations are based on the information you provide and are intended for educational purposes only. I do not provide tax or legal advice. You should consult with your professional tax advisor or attorney for specific guidance regarding your individual situation. All guarantees associated with insurance products are backed solely by the claims-paying ability of the issuing insurance company. Investment products are subject to market risk, including possible loss of principal. Past performance is not indicative of future results. My compensation may be based on commissions, asset-based fees, bonuses, or other incentives related to the sale or servicing of insurance and investment products. I am committed to acting in good faith and in the best interest of my clients, while adhering to all applicable regulatory and ethical standards.