Team

Chris Mohring, CFP®

Managing Director, Senior Wealth Advisor

Chris serves as Managing Director of Client Experience and a Senior Wealth Advisor at Quotient Wealth Partners, bringing industry-leading client experience and financial planning offerings. With over 12 years of experience in financial services and wealth management, he works directly with clients to identify their unique goals and develop customized financial plans. He specializes in retirement planning, tax optimization, and investment management.

Chris holds his Bachelors of Science from LSU, where he also played lacrosse. He is a CERTIFIED FINANCIAL PLANNER® professional as designated by the Certified Financial Planner Board of Standards.  

Outside of the office, Chris enjoys staying active as well as spending time with his wife Sarah and two boys, Rye and Ash. 

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.