ABOUT TAX PLAYBOOK ADVISORS
Jesus Marquez is an experienced financial professional who began his career as an electrical engineer before making a successful transition into the financial services industry. After spending several years working as an electrical engineer, he discovered his passion for helping individuals and families navigate their financial journeys. This led him to pursue a career in financial planning. Jesus became a CERTIFIED FINANCIAL PLANNER® practitioner in 2021. He is also an Enrolled Agent, allowing him to provide tax guidance alongside comprehensive financial advice.
Over the course of his career, he has worked with a diverse range of clients, offering personalized strategies in areas like retirement planning, investment management, college planning and tax planning. His unique background in engineering provides him with a problem-solving mindset to analyze complex financial situations.
Jesus is a proud husband of over 20 years, and the father of three wonderful children. He is also a devoted pet owner to three cats who are always by his side. In his free time, he enjoys winding down to the sounds of '80s music and watching movies. He is a passionate football fan, following the game both on TV and at the stadium. Jesus also enjoys running and has participated in half marathons.
Jesus Marquez, CFP®, EA