Financial Planning

Guidance from an experienced local professional.

Francisco Marquez AAMS®

Financial Advisor | Raymond James Financial Services, Inc.

My team and I make communicating easy through fostering a safe and welcoming environment. By understanding your goals, we can better understand you.

About me

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.

Studio photo of Francisco Marquez

Branch: East Gresham, 205 PlaceRose City, Sandy,
Phone: 503.944.6486
Toll-Free: 1.800.527.3932, ext. 6886
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn


Are you already a client?
View Your Investment Accounts


Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.

Note: Email should not be used to share important or sensitive information.

The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.



You are leaving OnPoint Community Credit Union.

The website you are about to visit is the responsibility of the party providing the site. Any transactions you enter into through this third-party site are solely between you and that vendor, merchant or other party. OnPoint’s Privacy Policy does not apply to this third-party site, and for further information you should consult the privacy disclosures of this site.



Cancel Accept