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Quotient Wealth Partners works with corporate executives, retirees, and families to help protect and grow their wealth. Schedule a complimentary consultation to explore if our comprehensive approach aligns with your needs.

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Matt Gagnon, CFA®, CFP®

Investment Consultant

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Matt Gagnon

Matt Gagnon is an experienced Investment Consultant at Quotient Wealth Partners with over 15 years’ experience in investment management. Matt excels in reviewing and managing client investments, skillfully developing and articulating investment strategies tailored to the current market landscape. He graduated from the University of Denver with a Bachelor Science in International Business. Matt also holds designations as a Certified Financial Planner and Chartered Financial Analyst.

Beyond his professional pursuits, Matt is deeply committed to increasing financial literacy, volunteering his time at Junior Achievement of Dallas for the “JA Biztown” interactive simulation, designed to empower sixth graders with essential personal finance skills. A music enthusiast at heart, Matt finds joy in playing the guitar and indulges his passion for live performances by attending concerts in his free time.

Contact Information

Phone:

(888) 895-4797

Email

matt.gagnon@quotientwealth.com

CFA® – Chartered Financial Analyst®

The CFA® charter is a credential awarded by the CFA Institute to individuals who meet its education, examination, sponsorship, experience, and ethics requirements. To earn a CFA charter, eligible candidates must have four years of qualified investment work experience, become a member of the CFA Institute, adhere to the Code of Ethics and Standards of Professional Conduct on an ongoing basis, and complete the CFA program, which requires the passage of three separate six-hour examinations. Topics tested by the CFA Institute include ethical standards, quantitative methods, economics, financial reporting, corporate finance, equities, fixed income, derivatives, alternative investments, and portfolio management.

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.

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