Rafael Marquez, CLU® is the Founder and Principal of Marquez Financial & Insurance Strategies, a wealth strategies and financial firm dedicated to helping successful families, professionals, executives, and business owners protect, grow, and transfer wealth with confidence. With more than 13 years of experience in financial services, Rafael provides personalized guidance in investment solutions, retirement planning, insurance strategies, business solutions, and legacy planning. As a bilingual advisor serving clients in English and Spanish, he collaborates with attorneys, accountants, and other professionals to deliver coordinated financial strategies tailored to each client's goals. Rafael is a four-time Million Dollar Round Table (MDRT) qualifier (2026) and has been recognized by Forbes | SHOOK as one of Florida's Best-in-State Financial Security Professionals for three consecutive years. His mission is simple: to help clients make informed financial decisions, protect what matters most, and build lasting financial confidence for future generations.

^{*Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals (trademark r), is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.}