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Sean Alford, CFP®, CIMA®

Director of Investment Management Advocacy & Wealth Advisor

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Sean Alford

Sean is the Director of Investment Management Advocacy and a Wealth Advisor at Quotient Wealth Partners. With over 15 years of experience in the industry, he specializes in bridging the gap between macro-level portfolio design and actionable, personalized wealth planning. Sean works closely with clients to understand their overarching goals, ensuring every aspect of their financial life is aligned with sophisticated, institutional-caliber investment strategies.

Prior to joining Quotient, Sean served as the Chief Investment Officer at a multibillion-dollar firm, where he led the investment committee, directed model portfolio construction, and managed complex client relationships. This extensive background in fiduciary oversight and strategic asset allocation anchors his highly disciplined approach to wealth management.

Sean earned his Bachelor’s degree in Personal Financial Planning from Texas Tech University and holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations. Sean resides in Coppell, Texas, with his wife, Ashlea, and their two daughters, Madison and Mackenzie. He enjoys following local sports teams, maintaining his fitness, and spending time outdoors working on his home landscape

Contact Information

Phone:

(972)-754-9950

Email

sean.alford@quotientwealth.com

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.

CIMA® – Certified Investment Management Analyst

The CIMA® certification is an investment management credential awarded by the Investments & Wealth Institute to individuals who meet its education, examination, experience, and ethics requirements. Candidates must have at least three years of financial services experience, a satisfactory record of ethical conduct, and must complete an executive education course through the Investments & Wealth Institute, the University of Chicago Booth School of Business, or the Yale School of Management. Candidates must also pass a proctored final certification exam. To maintain the designation, CIMA® certificants must complete 40 hours of continuing education every two years.

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