Renee Marinez, CFP^®

How do I help our clients Live a Richer Life®?
I help clients Live a Richer Life® by partnering with them through every stage of their financial journey. I strive to actively listen and understand what matters most to build thoughtful strategies that support both their goals and their peace of mind. I’m fortunate to work alongside a highly collaborative team that is committed to serving clients with care, integrity, and creativity, ensuring no challenge is faced alone and no opportunity is overlooked.

At Brighton Jones, we’re empowered to share ideas, challenge each other, and uplift one another, all in service of delivering the best possible outcomes for our clients. Together, we strive to be a trusted resource by helping clients navigate life’s transitions with clarity, confidence, and purpose.

How do I align my time and money with my values and passions to Live a Richer Life®?
I align my time and money with my values by being intentional about how and where I show up. I try to make a conscious effort to be fully present so I can give my attention and care to the people, work, or experiences in front of me. This requires mindfulness and trust in setting boundaries that support both my energy and priorities. I strive to create balance by honoring my values of collaboration, reliability, curiosity, growth, and wellbeing. I implement this by investing in both my personal and professional passions, including financial advisory work, health and wellness, travel, and creative pursuits. Through these choices, I can Live a Richer Life® grounded in purpose, connection, and fulfillment.