Rafael S. Marquez CLU® in

Rafael S. Marquez CLU®

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Financial Services Professional at Marquez Financial and Insurance Strategies
📍 Orlando, Florida, United States

Rafael Marquez is a Financial Services Professional specializing in retirement strategies for high-net-worth individuals. Leveraging past experience as a Development Manager, he excels in agent training and mentorship. He is a Chartered Life Underwriter (CLU) and a graduate of Universidad Rafael Belloso Chacín. People often describe him as having "excellent organizational skills" and being "focused on the clients needs".

There is no publicly available information about his personal life, hobbies, or interests outside of his professional capacity.

He earned the 2013 Agency Builder Award, recognizing his contribution to growing his office by successfully referring and developing new agents.

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Experience
16 Years
Current Role
Financial Services Professional
Location
Orlando, Florida, United States
Personality Overview

How Rafael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rafael cares about

Retirement for HNWIs
His professional headline and focus is on creating lifetime income strategies to help high-net-worth individuals maintain their lifestyle in retirement.
Navigating Inflation
He actively shares content on how thoughtful financial strategies can provide clarity and confidence for clients during times of rising costs and economic uncertainty.
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Career

Work history

6-2022
Financial Services Professional
Marquez Financial and Insurance Strategies
1-2022
Insurance Agent
New York Life Insurance Company
8-2015 - 2-2022
Development Manager
New York Life Insurance Company
6-2012 - 8-2015
Agent
New York Life Insurance Company
1-2022
Financial Services Professional
NYLIFE Securities LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1997 - 2003
Bachelor's Degree
Universidad Rafael Belloso Chacín
1986 - 1997
High School
Liceo Los Robles
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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