Kara Marquez, CFP®
I am originally from a small town in Upstate New York. I attended American
University in Washington, DC. Upon graduation in 2000, I joined a venture
capital firm, TVM Capital, in San Francisco. It was in this dynamic and
vibrant environment where my love of entrepreneurship and investing was
The company asked me to relocate to Boston where I lived for 8 years before
moving to Orange County, California in 2010. I accepted a position with
Fidelity Investments in 2011 where I worked until 2014 when I was recruited
to join JP Morgan Securities. While working with high net worth individuals
I became passionate about incorporating all the different aspects of a
client’s financial situation. This led me to earning my CFP® designation.
In order to work with clients in a pure Fiduciary capacity, I joined
Nautilus Advisors and had the opportunity to open an Orange County office.
I live in Orange County with my husband Michael and our two sons Easton and