Chris Mohring, CFP®

Chris Mohring, CFP^®

Vice President, Senior Wealth Advisor

Chris Mohring, CFP^®

Vice President, Senior Wealth Advisor

As Vice President and Senior Wealth Advisor at Quotient Wealth Partners in Dallas, Chris brings a wealth of expertise to the table, backed by over a decade of experience in financial advisement and wealth management. His professional journey began in marketing with a Bachelor of Science degree from LSU, and has since evolved into a successful career as a CFP®-certified wealth advisor.

Chris specializes in delivering personalized guidance in retirement planning, tax optimization, and investment management, helping his clients’ with their financial well-being. Beyond the office, he finds joy in quality time with his loving family, his wife Sarah, and their two cherished boys, Rye and Ash.

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.