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Quotient Wealth Partners works with corporate executives, retirees, and families to help protect and grow their wealth. Schedule a complimentary consultation to explore if our comprehensive approach aligns with your needs.

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Chase Moody, CRPC®

Business Development Associate

Chase Moody

Chase Moody is a Business Development Associate for Quotient Wealth Partners. He supports prospects by speaking to them about their financial planning journey. Chase has two years of experience working in wealth management firms and has a Bachelor of Science in Business Administration with a major in Finance and a minor in Energy Finance from Oklahoma State University. He also holds the Chartered Retirement Planning Counselor (CRPC®) designation.

Outside of work, Chase participates in philanthropic organizations. He also loves to golf and ski in Breckenridge, CO.

Contact Information

Phone:

(469) 310-7134

Email

chase.moody@quotientwealth.com

CRPC® – Chartered Retirement Planning Counselor

The CRPC® designation is a retirement planning credential awarded by the College for Financial Planning to individuals who meet its educational, examination and ethical requirements. Certificants are required to have completed the CRPC Designation Program, a self-taught educational program focused on various pre- and post-retirement needs of individuals.  Recipients are further required to have successfully passed a multiple-choice examination addressing a range of retirement related matters, such as estate planning and asset management. On an ongoing basis, CRPC designees are also required to affirm their adherence to the applicable Code of Ethics and complete at least 16 hours of continuing education every two years.

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