Rafael Marquez

Rafael Marquez, CLU®, ChFC® Founder & Principal Marquez Financial & Insurance Strategies Rafael Marquez, CLU®, ChFC®, is the Founder and Principal of Marquez Financial & Insurance Strategies, a comprehensive wealth management and financial planning firm dedicated to helping successful families, executives, professionals, and business owners build, protect, and transfer wealth with confidence.

Born and raised in Venezuela, Rafael moved to the United States in 2011 in pursuit of new opportunities and the American dream. His personal journey has shaped his commitment to helping individuals, families, and business owners create financial confidence, security, and lasting legacies for future generations. Rafael began his career with New York Life in 2012, where he developed a passion for helping clients navigate important financial decisions and achieve long-term financial success. In 2015, he was promoted to Development Manager at the New York Life Orlando General Office. In this leadership role, he was responsible for agent development, training, coaching, onboarding, and operational oversight. During his seven years in management, he helped financial professionals develop successful practices while strengthening their ability to serve clients and communities. After seven successful years in leadership, Rafael returned to his passion for working directly with clients and founded Marquez Financial & Insurance Strategies. Today, he combines the perspective of a financial professional, business owner, coach, and leader to provide comprehensive financial guidance focused on helping clients organize, grow, protect, and preserve their wealth. Rafael holds a Bachelor of Science degree in Electronic Engineering, bringing an analytical, disciplined, and problem-solving approach to financial planning. He also maintains insurance and securities licenses and has earned the prestigious Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College of Financial Services. These advanced credentials reflect his commitment to providing sophisticated financial planning strategies and maintaining the highest professional standards. With more than 13 years of experience in financial services, Rafael specializes in helping successful families, executives, professionals, and business owners address the complex financial challenges that come with building wealth and creating financial independence. Through a comprehensive planning approach, he helps clients make informed decisions regarding investment management, retirement planning, wealth accumulation, risk management, business planning, estate conservation, and legacy strategies. Recognizing that financial decisions rarely exist in isolation, Rafael takes a holistic approach that integrates wealth management, investment planning, retirement strategies, insurance solutions, tax diversification concepts, business planning, and estate planning considerations into a coordinated financial strategy. His goal is to help clients create alignment between their personal, family, and business objectives while providing clarity and confidence throughout the process. Rafael believes that successful financial planning begins by understanding what matters most to each client. Rather than focusing solely on products or investments, he works to identify goals, uncover opportunities, address potential risks, and develop customized strategies tailored to each client's unique situation. He frequently collaborates with attorneys, accountants, and other trusted advisors to help ensure that all aspects of a client's financial life work together efficiently. His commitment to excellence has earned him qualification for the Million Dollar Round Table (MDRT) in 2023, 2024, 2025, and 2026. MDRT is recognized globally as one of the premier associations of financial professionals and represents a standard of excellence in the life insurance and financial services profession. Rafael has also been recognized by Forbes as a Top Financial Security Professional in Florida for 2024, 2025, and 2026, reflecting his dedication to delivering exceptional client service, professional expertise, and meaningful financial outcomes. Through Marquez Financial & Insurance Strategies, Rafael and his team provide comprehensive solutions in the areas of: • Wealth Management and Investment Strategies • Retirement Planning and Retirement Income Distribution • Asset Accumulation and Preservation Strategies • Tax Diversification Planning • Life Insurance Planning • Disability Income Protection • Long-Term Care Planning • Estate and Legacy Planning • Business Succession Planning • Executive Benefits and Deferred Compensation Strategies • Buy-Sell Agreement Planning • Key Employee and Business Protection Strategies • Employee Benefits Solutions • College Funding Strategies As a bilingual advisor serving clients in both English and Spanish, Rafael is passionate about helping individuals, families, and business owners gain greater clarity, confidence, and control over their financial future. Beyond his professional accomplishments, Rafael is committed to financial education, leadership development, and community involvement. His vision is to build a firm known for exceptional service, trusted relationships, and meaningful impact, while helping clients achieve their personal, family, business, and legacy goals. At its core, Rafael's mission is simple: to help clients make smarter financial decisions, protect what matters most, and create a lasting foundation for future generations.