Brandon Ross, CFP®
Co-Founder, Co-CEO
Brandon Ross is the Co-Founder and Co-CEO of Quotient Wealth Partners, an independent wealth management firm. Brandon, along with his dedicated partners, established the firm with a shared vision of delivering memorable client experiences while nurturing a thriving and positive employee culture. With over 26 years of expertise as a Certified Financial Planner, Brandon brings a wealth of experience to the firm, its advisors, and its clients. He is deeply committed to providing comprehensive financial planning and guidance tailored to each client’s unique needs and objectives.
Prior to starting Quotient Wealth Partners, Brandon held key positions, Co-Founder of Peak Capital Investment Services, Managing Director at a large national RIA, and Head of Office at a prominent investment bank. Brandon holds a Bachelor of Science in Finance from Oklahoma State University. Beyond the firm, he finds joy in teeing it up on the golf course, watching sports, and cherishing moments with friends and family. Brandon and his wife Nicole are loving parents to two wonderful daughters, Sierra and Haley.
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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