Team

Andrew Wagner, CFP®

Senior Wealth Advisor

Andrew Wagner serves as a Senior Wealth Advisor at Quotient Wealth Partners, where he is dedicated to helping clients achieve their financial goals. With over 15 years of experience in the financial services industry, Andrew has experience working with major financial institutions as well as smaller firms, bringing a wealth of knowledge and experience from both environments. He is CERTIFIED FINANCIAL PLANNER® professional and Whole Family Advisor Associate®, and his holistic approach focuses on a thorough understanding of his clients’ financial situation, but also the psychological dimensions of life’s critical decisions.

In addition to being a CFP®, Andrew holds an Executive Certification in Financial Planning from The Ohio State Fisher School of Business, complementing his Economics degree from DePauw University.

Outside of work, he is an active participant in Running Rivers, a volunteer-led non-profit, through which he harnesses his passion for conservation and the great outdoors. Andrew enjoys fly fishing, golfing, skiing, and traveling. Together with his wife Madeline, he lives in Denver with their daughter, Emilia, and their dog, Drake.

CFP® – CERTIFIED FINANCIAL PLANNER® Professional

The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions. In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis

Quotient Wealth Partners, LLC (“QWP”) is an SEC-registered investment adviser. Registration does not imply a specific level of skill or training. QWP’s website is for informational purposes only and should not be viewed as a solicitation, transaction offer, personalized investment advice, nor tax or legal advice. Statements about future possibilities are aspirational and not guaranteed. Investing involves risks, including the loss of principal. Past performance does not predict future results.

For details on QWP’s services, business operations, and fees, refer to our Form ADV available upon request or through the SEC’s Investment Adviser Public Disclosure website. Information from unaffiliated third parties is provided for convenience only and may not be accurate or complete. For important disclaimer information click here.