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Tony Marquez CFP®

Vice President | Wealth Advisor | Kansas City

Tony is a Certified Financial Planner and has his master’s degree in Finance. Tony strives to be the expert, resource, and advocate that clients deserve when navigating a complex  financial world.

Prior to joining GreenUp Wealth Management in October of 2021, Tony worked as a Financial Advisor for a large financial services firm. There, he gained expertise in a variety of areas including financial planning, social security and retirement income strategies, college savings, and investment management.

Tony has a passion for his community and for helping others. At his prior firm, he served on the Corporate Diversity, Equity and Inclusion board and chaired a business resource group for professionals wanting to grow their career in finance. He is currently a member of the Kansas City Chamber’s Leadership program where he is able to further learn about and serve his community.

Tony lives in the Kansas City area with his wife Morgan and their dog, Calvin. He is an avid Kansas City sports fan and enjoys traveling in his free time.

Education

Bachelor of Science in Business Administration
Kansas State University

Masters of Science in Finance
University of Missouri-Kansas City

Certifications

The College for Financial Planning
CFP® Certification

Are you ready to get real financial guidance?

Working with GreenUp means getting conflict free advice from advisors who care.  We’ll help guide you through your financial life so that your wealth works for you.

Interested in talking? You may be surprised at what is possible.  Reach out to learn more.