Team

Matt Frost, J.D., CFP®

Wealth Advisor

Matt Frost is a Wealth Advisor at Quotient Wealth Partners, and brings six years of experience to the table, working directly with clients to create and maintain customized financial plans. Matt believes in a comprehensive approach to financial planning, by making sure all aspects of a client’s financial life are secure. While Matt specializes in helping clients navigate complex estate and tax planning situations, he is also experienced in helping clients with cash flow, investment management, and retirement planning

Matt received his undergraduate degree from the University of Texas at San Antonio and holds a Master of Science in Financial Planning and a Juris Doctorate from Texas Tech University.

Outside of the office, he enjoys volunteering for First Tee San Antonio and SNIPSA, a nonprofit rescue organization, golfing, and spending time outside with his wife, Gabi, and their dog, Sebastian.

CFP® – Certified Financial Planner

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.