Business Owner
Sagaboy2 Llc, & Sagaboyfl Llc
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Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor Email & Phone Number
Business Owner
at
Sagaboy2 LLC, & SagaboyFL LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Business Owner
Location
Houston, Texas, United States
Who is Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor? Overview
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Quick answer
Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor is listed as Business Owner at Sagaboy2 LLC, & SagaboyFL LLC, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor.
Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor previously worked as Financial Advisor at Vision Based Planning, Llc and Business Owner at Sagaboy2, Sagaboy3, Sagaboyfl, & Oliversunday Llc. Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor holds Retirement Income Certified Professional Designation, Retirement Income Certified Professional from The American College Of Financial Services.
Company email context
Email format at Sagaboy2 LLC, & SagaboyFL LLC
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Sagaboy2 LLC, & SagaboyFL LLC
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Profile bio
About Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor
As a financial advisor at Vision Based Planning, I partner with individuals and families to help them achieve their financial and retirement goals. With over 24 years of experience in the financial services industry, I have the expertise and credentials to provide suitable and personalized advice on retirement income strategies, long-term care insurance, and residential real estate investments.I believe in educating and empowering my clients to understand the rationale and benefits of recommended solutions, and to manage their risk tolerance and investment expectations. I value building long-term relationships based on trust, transparency, and ethics. I am passionate about being a pillar of support and a guide for my clients on their path to financial independence. In my spare time, I enjoy, content creation, sports, aviation, and travel, & I am also a proud veteran of the US Air Force, where I learned the importance of attention to detail and organization.
Current workplace
Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor's current company
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13 roles
Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor work experience
A career timeline built from the work history available for this profile.
Financial Advisor
All Securities provided under the name Vision Based Planning, LLC are offered through Titleist Capital, LLC (“TC”), member FINRA & SPIC. All Advisory Services provided under the name Vision Based Planning, LLC are offered through Titleist Asset Management, LLC ("TAM"), an SEC Registered Investment Advisor. Vision Based Planning, LLC is not affiliated with TAM or TC.
Business Owner
Sagaboy2, Sagaboy3, Sagaboyfl, & Oliversunday Llc
Business Owner
Sagaboy Holdings, Inc.
Holding Company for management of financial advisory business/contractor.
Private Wealth Advisor
Jan 2018 - Nov 2022
Financial Advisor
Mar 2013 - Jan 2018
Board Member
Volunteer board member of local nonprofit organization - helping victims of sexual and domestic abuse and prevention.
Mar 2016 - Sep 2018
Senior Field Training Leader
Sep 2009 - Dec 2012
Paraplanner
Sep 2006 - Sep 2009
Private Banker
Aug 2004 - Sep 2006
Personal Banker
Mar 2002 - Aug 2004
Financial Advisor
Sep 2000 - Mar 2002
Senior Airman
Sep 1993 - Sep 1997
6 education records
Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor education
Retirement Income Certified Professional Designation, Retirement Income Certified Professional
Caribbean Examinations Council (Cxc), High School/Secondary Diplomas And Certificates
Holy Cross College
Long-Term Care Specialist Designation, Long-Term Care
Certification For Long-Term Care
General Studies
Master Of Business Administration - Mba, Business Administration And Management, General
Madison University
Business, Management, Marketing, And Related Support Services
Royal Bank Institute Of Business And Technology
FAQ
Frequently asked questions about Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor
Quick answers generated from the profile data available on this page.
What company does Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor work for?
Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor works for Sagaboy2 LLC, & SagaboyFL LLC.
What is Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor's role at Sagaboy2 LLC, & SagaboyFL LLC?
Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor is listed as Business Owner at Sagaboy2 LLC, & SagaboyFL LLC.
Where is Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor based?
Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor is based in Houston, Texas, United States while working with Sagaboy2 LLC, & SagaboyFL LLC.
What companies has Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor worked for?
Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor has worked for Sagaboy2 Llc, & Sagaboyfl Llc, Vision Based Planning, Llc, Sagaboy2, Sagaboy3, Sagaboyfl, & Oliversunday Llc, Sagaboy Holdings, Inc., and Ameriprise Financial Services, Llc.
How can I contact Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor?
You can use AeroLeads to view verified contact signals for Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor at Sagaboy2 LLC, & SagaboyFL LLC, including work email, phone, and LinkedIn data when available.
What schools did Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor attend?
Marc B. Marquez, Cltc®, Ricp® - Senior Financial Advisor holds Retirement Income Certified Professional Designation, Retirement Income Certified Professional from The American College Of Financial Services.
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