Team

Matt Bennett, CFP®

Partner, Senior Wealth Advisor

Matt Bennett is a financial professional, serving as a Partner and Senior Wealth Advisor at Quotient Wealth Partners. With a career spanning over 15 years in financial services and investment industry, Matt helps his clients navigate the complexities of financial planning. He works collaboratively, building a comprehensive, custom financial plan to help families achieve their financial goals. His clients range from corporate executives at major Fortune 500 companies, to retirees and high-net-worth investors.

His core areas of specialization centers around crafting tax-efficient strategies and creating comprehensive retirement income plans which give clients peace of mind in retirement.  

Matt holds an MBA from the Rawls College of Business, a Master of Science in Personal Financial Planning, and Bachelors of Science in Retailing, from Texas Tech University. Beyond his professional life, Matt enjoys playing golf, attending concerts and sporting events, rocking out on the drums, and cherishing moments with his beloved wife, Natalie, and their daughters Paige and Chloe. 

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.