Marc Marquez
Senior Financial Advisor at Vision Based Planning, LLC | Houston, Texas, United States
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Business Owner at Sagaboy Holdings, Inc. in December 2014 to Present
Business Owner at Sagaboy2 LLC, & SagaboyFL LLC in January 2023 to Present
Senior Financial Advisor at Vision Based Planning, LLC in August 2023 to Present
Private Wealth Advisor at Ameriprise Financial Services, LLC in January 2018 to November 2022
Board Member at Bay Area Turning Point, Inc. in March 2016 to September 2018
Financial Advisor at Ameriprise Financial Services, LLC in March 2013 to January 2018
Senior Field Training Leader at Ameriprise Financial Services, LLC in September 2009 to December 2012
Paraplanner at Ameriprise Financial Services, LLC in September 2006 to September 2009
Private Banker at J.P. Morgan Private Bank in August 2004 to September 2006
Personal Banker at J.P. Morgan in March 2002 to August 2004
Financial Advisor at Ameriprise Financial Services, LLC in September 2000 to March 2002
Senior Airman at United States Air Force in September 1993 to September 1997
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The American College of Financial Services, Retirement Income Certified Professional Designation, October 2026
Holy Cross College, Caribbean Examinations Council (CXC), October 1985 to October 1990
Certification for Long-Term Care, Long-Term Care Specialist Designation
Community College of the Air Force
Madison University, Master of Business Administration - MBA
Royal Bank Institute of Business and Technology, Business
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Consulting
Debt Management
Nonprofit Board Development
Awareness Raising
Fundraising
Abuse Prevention
Strategic Planning
Residential Real Estate
Long Term Care Insurance
Retirement Income Strategies
Retail Banking
Investments
Client Services
Client Relations
Owner
Rentals
Business Development
Small Business
Operations Management
Insurance
Portfolio Management
Retirement Planning
Business Planning
Analytical Skills
Coaching
Presentation Skills
Organization Skills
Team Management
Training
Financial Services
Financial Planning
Marketing
Customer Relationship Management (CRM)
Sales
Banking
Asset Management
Heavy Equipment
Mechanic
Honor Guard
Honorable Discharge
Hydraulics
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Discover more about Vision Based Planning, LLCWhat is Marc B Marquez email address?
Email Marc B Marquez at [email protected]. This email is the most updated Marc B Marquez's email found in 2026.
How to contact Marc B Marquez?
To contact Marc B Marquez send an email to [email protected]. (updated on April 28, 2025)
What company does Marc Marquez work for?
Marc Marquez works for Vision Based Planning, LLC
What is Marc Marquez's role at Vision Based Planning, LLC?
Marc Marquez is Senior Financial Advisor
What is Marc Marquez's Phone Number?
Marc Marquez's phone (214) ***-*378
What industry does Marc Marquez work in?
Marc Marquez works in the Real Estate industry.
Marc Marquez Email Addresses
Marc Marquez Phone Numbers
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