Ep 252 | Roxy Marquez | Virtuity Financial Partners | Motherhood, Loss & a Mission to Build Financial Legacy
The Lawyer Stories Podcast
Benjamin Gold
5.0 • 541 Ratings
🗓️ 29 January 2026
⏱️ 53 minutes
🧾️ Download transcript
Summary
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.
Transcript
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| 0:00.0 | You are listening to the Lawyer Stories podcast with host Benny Gold. Lawyer Stories was founded in July 2017 on Instagram and is an expanding global network of lawyers and law students sharing their personal journeys to the noble profession of the practice of law. |
| 0:16.9 | Join us on this podcast as we dig deeper into these stories and hear from lawyers and law students from around the world in all areas of the legal profession. |
| 0:26.0 | Here at lawyer stories, we believe that every lawyer has a story. What's yours? |
| 0:34.1 | Welcome to the lawyer stories podcast with Benny Gold. Today we welcome in Roxanna Marquez, a business partner at Virtuity Financial Partners with their motto, no family left behind. |
| 0:49.8 | Roxy's journey into financial education was shaped by becoming a mother and by the loss of both of her parents, which completely changed how she viewed money, protection, and legacy. |
| 1:01.3 | Her work today focuses on helping families better understand financial decisions, prepare for the unexpected, and build long-term stability with intention. |
| 1:12.9 | Roxy, welcome to the show. Do we get that? |
| 1:16.0 | Yes. Thank you so much for having you. |
| 1:18.2 | Okay. Well, welcome in. And I will say that you're based in Woodland Hills, Los Angeles area, |
| 1:24.3 | but you're helping clients everywhere. |
| 1:27.4 | Throughout the U.S. And we recently expanded into Canada, so that's exciting. Los Angeles area, but you're helping clients everywhere. |
| 1:28.6 | Throughout the U.S. |
| 1:31.8 | And we recently expanded into Canada, so that's exciting. |
| 1:32.8 | That's awesome. |
| 1:34.4 | Congratulations. |
| 1:36.5 | Love what you do. |
| 1:42.9 | I love the motto, no family left behind, especially being a public housing professional as my full-time job. |
| 1:45.2 | I think that that's super important that you want to educate people on finances and, you know, |
| 1:51.2 | what to do and that sort of thing. |
| 1:53.5 | So let's start with your story. |
| 1:56.0 | Tell us about what was going on in your life when you first felt pulled toward the financial education. |
| 2:03.1 | Of course. So I actually grew up in the finance industry. My very first job was at Washington Mutual |
... |
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