Renée Marinez

Advisor, CFP®

About

With seven years of experience in the financial services industry, Renée Marinez is a dedicated financial advisor committed to serving her clients with passion and expertise.

As a CERTIFIED FINANCIAL PLANNER™, Renée focuses on delivering strategic and comprehensive financial planning tailored to each client. By emphasizing education, she empowers her clients to make informed financial decisions, advocating for their best interests at every turn. Renee takes pride in offering a unique, personalized experience for each individual she works with, ensuring their financial goals are met with care and integrity.

Renée is originally from Cleveland, Ohio, but resides in Dallas, Texas. She enjoys traveling, live music, staying active, and spending time with friends, family, and her Standard Poodle, Lucy.

Connect with Renee

Book an introductory call with Renee to get to know one another and learn about how Lifeworks can help you achieve your financial dreams.