Tony Marquez, CFP®

Senior 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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Tony Marquez, CFP®

Spousal Social Security Benefits

Spousal Social Security benefits provide financial support to married individuals who may not have earned enough Social Security benefits on their own, or have lower benefits compared to their spouse’s. In this video Tony Marquez, Senior Vice President and Wealth...

Should You Delay Social Security Benefits?

Transcript: Hi, I’m Tony Marquez, Senior Vice President and Wealth Advisor with GreenUp Wealth Management.  You may have heard that it’s best to delay taking Social Security benefits if you can afford to. In this video I’m going to cover the differences between...

Should You Take Social Security Early?

Transcript: Hi, I’m Tony Marquez, Senior 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...

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