Team

Andrew Wagner, CFP®

Vice President, Senior Wealth Advisor

Team

Andrew Wagner, CFP®

Vice President, Senior Wealth Advisor

Andrew Wagner serves as Vice President, Senior Wealth Manager at Quotient Wealth Partners, where he leverages his expertise as a Certified Financial Planner®. With a primary focus on investment strategies, retirement forecasting, and income tax planning, Andrew is dedicated to helping clients achieve their financial goals. His holistic approach considers not only the financial aspects but also the psychological dimensions of life’s critical decisions, which aims to help his clients with peace of mind while working towards their financial goals. With 12 years of experience in the industry, Andrew has experience working with major financial institutions as well as smaller firms, bringing a wealth of knowledge and experience from both environments.

In addition to being a CFP, Andrew’s qualifications also include an Executive Certification in Financial Planning from The Ohio State Fisher School of Business, complementing his Economics degree from DePauw University. Beyond the firm, he is an active participant in Running Rivers, reflecting his passion for conservation and the great outdoors. Andrew enjoys fly fishing, golfing, skiing, and travelling. Together with his wife Madeline, he lives in Denver with their rescue dog, Drake.

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.