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.

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Articles By:

Tony Marquez, CFP®

Should You Take Social Security Early?

Transcript: Hi, I’m Tony Marquez, Vice President and Wealth Advisor with GreenUp Wealth Management.  Have you ever thought about taking Social Security early instead of waiting until full retirement age? In this video I’m going to discuss what you should...

The Importance of Rebalancing

Each spring as the weather turns nice, flowers bloom and yards begin to turn green. This culmination is wonderful to look at and it is enjoyable admiring the end result. However, like most things in life, behind a fantastic result is a great deal of planning and...

The 3 Reasons to Kick Start Your Retirement Savings

Why You Need to Save and Invest for Retirement I am sure you have read articles recommending that you need to save X amount of dollars to retire. While the number provided may be a helpful baseline, much of that advice does not address the reason you need to start...

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