Brian Weatherly, CFP®

Vice President, Senior Wealth Advisor

Brian Weatherly, CFP®

Vice President, Senior Wealth Advisor

Brian Weatherly is a financial professional serving as Vice President and Senior Wealth Advisor at Quotient Wealth Partners. With over 12 years of experience gained at leading wirehouses, Brian is a Certified Financial Planner dedicated to simplifying the intricacies of the investment and tax landscape for his clients. His expertise lies in crafting tailored financial and investment plans that align with clients’ tax, income, risk, and retirement goals.

Brian holds a Bachelor of Science in Finance with a specialization in personal financial planning from Metropolitan State University of Denver. Beyond the office, you’ll find him fishing, skiing, and exploring new destinations while cherishing moments with his family. Married to Emily for eight years, Brian and his wife are proud parents to their daughter Ila Mae, and fur child Remi the corgi.

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.