James A. Marquez, CFP®
SENIOR wealth advisor | Partner
James Marquez, CFP®, is a senior wealth advisor and partner at Capstone Financial Advisors. He works closely with his clients to help them understand and navigate their financial future – whatever it may hold.
“My main responsibility to my clients is to provide stability in good times and in times of uncertainty. I chose this profession to help people achieve their financial goals, and I am proud to be a fiduciary on their behalf,” James shares.”
Invested in your future
James believes that an essential part of guiding clients through financial decisions is building close relationships. He spends the time getting to know each of the individuals and families he sees, including their personal, professional, and financial goals and objectives.
“My approach as a wealth advisor revolves around teamwork and conversations. Our team ensures clients’ needs are met, and my clients provide us with important details about their personal lives. Both of these factors – technical support and open communication, help us determine the best course of action,” James says. ”
Building community
James lives with his wife, son, and two dogs in the southern suburbs of Chicago. When not in the office, he enjoys spending time with his family and giving back to the community. He speaks on the importance of financial literacy to local organizations and universities and spends time at his alma mater’s (the University of Illinois) financial planning club, where he shares information and insight with students considering a career in the field. In addition, he volunteers at the Ronald McDonald House at Christmas time, preparing meals, helping put up holiday decorations, and cleaning the living areas for families to enjoy.
James is a CERTIFIED FINANCIAL PLANNER™ certificant. He earned his Bachelor of Science in Financial Planning from The University of Illinois at Urbana-Champaign. James is proud of his hard work to achieve his CFP® at a young age. Only 5% of CFPs are under the age of 29. Latinos represent less than 5% of all CFPs as well, another community of which he is proud to be a part.
James' Perspectives
