Team

Lucas Baker, CFP®

Wealth Advisor

Lucas Baker is a Wealth Advisor at Quotient Wealth Partners, where he helps clients optimize their investment savings through tax strategies, strategic investment management, and comprehensive financial planning. Lucas specializes in designing personalized financial roadmaps that support long-term goals and addressing all aspects of a healthy financial life.  

With a background at a leading wirehouse and a degree in Finance, Lucas brings a disciplined, client-first approach to every relationship, helping individuals and families navigate retirement, investment strategy, and tax planning with clarity and confidence. 

Outside the office, Lucas and his wife, Laura, give back to their community by teaching Financial Peace University at their local church. In his free time, he enjoys playing golf, staying active, and spending time with family and friends.

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.