The Lawyer Stories Podcast Episode 252 features Roxanna "Roxy" Marquez, Business Partner at Virtuity Financial Partners, based in Los Angeles, California - educating and empowering clients nationwide.
Roxy's journey into financial education was deeply shaped by becoming a mother and by the loss of both of her parents, experiences that completely transformed how she views money, protection, and legacy. Through those defining moments, she found her purpose.
Today, Roxy brings a unique perspective and a wealth of knowledge to help individuals take control of their financial futures - from paying less in taxes and understanding the banking system, to building and protecting wealth through estate planning, real estate, and long-term financial strategy.
Her personal mission is simple but powerful: to help people feel confident, informed, and protected at every stage of their financial journey.