Jamie Rich, CFP®

Vice President, Senior Wealth Advisor

Jamie Rich, CFP®

Vice President, Senior Wealth Advisor

Jamie brings over a decade of wealth management expertise to his role as Vice President and Senior Wealth Advisor at Quotient Wealth Partners. His dedicated focus lies in creating tailored financial plans and customized investment strategies to help clients aspire to their financial goals and aid in securing their retirement. With a background in advertising from West Virginia University, where he also excelled in NCAA Division One soccer, Jamie blends his strategic thinking and discipline into his financial advisory practice. He also holds a certification in financial planning.

Beyond his professional career, Jamie is deeply involved in local charity initiatives as a trustee and board member. He also enjoys boating, globe-trotting, and cherished moments with his wife, Rebecca, and their three children – embodying a balanced approach to life and wealth management.

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.