Rafael UrquidiRafael UrquidiExecutive DirectorWealth Advisor
About Rafael
Rafa is an Executive Director in the Miami office of J.P. Morgan Wealth Management.
Using a family office-style approach, he advises high-net-worth individuals and families on all aspects of wealth management. Rafa helps his clients meet their financial goals by utilizing many of J.P. Morgan's resources including investment management, wealth & estate planning, banking and lending.
Rafa has a B.S. in Finance, a B.S. in Economics and a minor in French from the University of South Carolina. He has over 20 years of industry experience and an unwavering commitment to providing his clients with the highest level of service. Before joining J.P. Morgan, he was a Senior Vice President at Wells Fargo.
Devoted to his community, Rafa is actively involved with ICU Baby, Sylvester Cancer Center at the University of Miami, and St. Stephens Episcopal Day School as part of their Endowment Investment Committee. In his free time, he enjoys road & mountain biking, surfing and snowboarding.
Rafa lives in Coral Gables with his wife, their three children and their two dogs.
Insights
Wealth Planning
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Wealth Planning
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
Fraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Markets
Fourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
Outlook
September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Retirement
How an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Wealth Planning
Make philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read Now
Retirement
Capitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Wealth Planning
Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowWealth Planning
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowWealth Planning
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowFraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowMarkets
Fourth-quarter forecast: 3 things that could affect markets
October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowOutlook
September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowRetirement
How an annuity can help as you plan for retirement
October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read NowWealth Planning
Make philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowRetirement
Capitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowWealth Planning
Estate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
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