Jeff Severe, ChFC®
Senior Wealth Advisor
Jeffery Severe is a Senior Wealth Partner at Quotient Wealth Partners, who is passionate about guiding clients towards financial independence and successful retirement planning. With a career spanning over 35 years in major wirehouses, Jeff believes in the importance of deeply understanding his clients’ unique financial goals to provide them with informed and tailored recommendations. His expertise lies in retirement planning, estate planning, and investment management, and he takes pride in working with a diverse clientele to help them preserve and grow their wealth.
Jeff is a Chartered Financial Consultant®, and holds his Bachelor’s degree in Business Administration and Marketing from Colorado State. Outside the office, he likes biking, hiking, camping, and motorcycling. Most of all, he likes to spend time with his wife, Ellen, of 35 years.
ChFC® – Chartered Financial Consultant
The ChFC® designation is offered by The American College to individuals who successfully complete all courses in your selected program, meet all experience requirements, ethics standards, and agree to comply with The American College Code of Ethics and Procedures. Designation is obtained by completing 6 core, 2 elective courses and a final exam for each course. As a prerequisite the IAR must have 3 years of full-time business experience within the 5 years preceding the awarding of the designation. This designation requires 30 hours of continuing education every 2 years.