Jesus Marquez, CFP®
Achieve your financial freedom the EZ way.
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EZ Financial Group
Jesus Marquez, CFP®
Pearland, TX
Serving Clients Nationwide
Achieve your financial freedom the EZ way.
Areas of Focus
- Education Funding
- Financial Life Planning
- Investment Management
- Retirement Planning
- Setting Up Retirement Accounts
About Me
Hi, I'm Jesus Marquez, a Certified Financial Planner professional based in Pearland, Texas, and owner of EZ Financial Group, a Registered Investment Advisory (RIA) wealth management firm. I serve clients in the greater Houston area and across the country.My ideal clients consist of families going through life transitions (getting married, having children, divorce, job changes, etc.), small business owners, and busy professionals.
My goal is to work with people to help them understand the importance of proper financial planning and to implement a plan to help them achieve their goals.
On a personal note, I have been living in Pearland since 2005 with my wife and our 3 wonderful children.
I attended Texas A&I University in Kingsville, Texas, and earned a degree in Electrical Engineering. After graduation, I spent 17 years in the semiconductor industry before making the career change into financial services. This decision was influenced by the fact that my parents were not prepared for retirement and neither were other family members.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Fee Only Network
- Financial Planning Association
- XY Planning Network
- Financial Planning Association
Primary Location
Pearland, Texas
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button and complete the brief form to schedule a free introductory call. We'll listen to learn what's important to you and to determine if we're a good fit for your unique circumstances. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
EZ Financial Group, Inc. is a Registered Investment Advisory (RIA) wealth management firm based in Houston, Texas. Our reputation has been built on a promise to put client interests ahead of our own, to generate original insight, and to translate that insight into results.At our firm, you are not just a number, you are our client, and our clients are what keeps our business moving forward each and every day.
We offer portfolio management, comprehensive financial planning, and small business retirement plans.
✅ Financial Planning: Successful investing is driven by insight into opportunities, markets, and portfolio strategies. At EZ Financial Group Inc., our reputation has been built on a promise to put client interests ahead of our own, to generate original insight, and to translate that insight into results.
✅ Asset Management: Unbiased, expert advice from experienced financial planning professionals with a track record of success. We offer portfolio management services on an asset based fee-only structure; no commissions.
✅ Retirement Plans: EZ Financial Group, Inc. specializes in small business retirement plan administration. Whether your plan is just starting out or if you are shifting a current plan, you will receive expert help from our personal financial planners through every step of the process. We accept full fiduciary responsibility for the plans that we advise.
Education
Texas A&M University-Kingsville, BSEE, EE
Badges
Languages
- English
- Spanish
Hobbies and Interests
- Animals
- Exercising
- Family
- Football
- Golf
- Movies
- Skiing
- Sports
- Walking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Immigrants
- Intergenerational Families
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Technology Professionals
- Young Families
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