Zack Marquez is a Certified Financial Planner™ (CFP) professional dedicated to helping clients grow and preserve wealth through personalized, goal-based strategies. He began his journey with Renaissance Financial in 2022 as an intern in the Phoenix office, where he was drawn to the firm’s collaborative culture and commitment to long-term planning.
A graduate of Arizona State University with a degree in financial planning, Zack holds the Series 7 and 66 registrations, along with Life and Health insurance licenses. With a strong foundation in financial knowledge and a passion for strategic planning, he helps individuals and families design tax-efficient investment plans that align with their goals and values.
Originally from San Clemente, California, Zack now resides in Phoenix, where he stays active in his community through the Pi Kappa Alpha Alumni Association. An avid fisherman, he enjoys spending time on or near the water and maintains a deep connection to the outdoors.