Francisco Marquez, Financial Advisor | RJFS, Inc. | OnPoint
Life is complicated. Financial planning shouldn’t be. As your life progresses, your goals and aspirations may shift. I will work with you to gain a deep understanding of your financial goals, starting with a complete review of your current financial situation. Understanding you allows me to offer guidance and help keep your portfolio on track. Connecting your investments to your goals is the keystone to the rest of your plan.
Investments can be complex. I will help ensure the impacts of all your decisions are easy to understand. Sounding smart isn’t our job, it’s to help you succeed in reaching your financial destination. Reaching your goals takes a deep ongoing relationship. It starts with a conversation. I look forward to speaking with you about your goals.
My family and I migrated to Portland from Mexico in 1997. We immediately fell in love with everything that makes the northwest so special. I love spending time with my family, reading, staying active in nature and being a strong advocate for the communities in which I work and live. I am motivated to help these communities thrive by raising awareness in mental health and helping people improve their financial literacy toward financial freedom.
More Business Info
- Hours
- Regular Hours
Mon - Tue: Wed Closed Thu: Fri: Sat: Sun Closed - Extra Phones
Fax: 503-273-1796
TollFree: 800-527-3932
- Services/Products
- 401(k), 403(b), Traditional IRA or Roth IRA. Cash management Comprehensive retirement planning Environmental, social, and governance investing (ESG) Estate & charitable foundation planning Financial planning Investment management Public employee retirement system (PERS) planning Risk management Social Security planning Socially responsible investing (SRI) Stocks, bonds, mutual funds, long-term care insurance, annuities, college & education savings plans.
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- Categories
- Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds