Team

Joe Calhoun, CFP®

Vice President, Wealth Advisor

Team

Joe Calhoun, CFP®

Vice President, Wealth Advisor

Joe Calhoun is a Vice President and Wealth Advisor at Quotient Wealth Partners, where he brings over seven years of extensive financial expertise to the firm. Joe’s client-centric philosophy is the cornerstone of his approach, recognizing that each individual possesses their unique values and aspirations. Specializing in providing tailored guidance, he offers comprehensive advice spanning investment strategies, tax optimization, retirement income planning, and insurance analysis, all meticulously customized to meet his clients’ specific needs.

Joe holds a Certified Financial Planner designation and earned his Bachelor of Science in Finance from Indiana University’s Kelley School of Business. Beyond his professional achievements, Joe is a dedicated volunteer for Big Brothers Big Sisters and channels his passion for running to raise funds for St. Jude’s Children Hospital, contributing to the fight against pediatric cancer. In his time outside of the office, he enjoys snowboarding, card games, and avidly follows Chicago’s sports teams.

Headshot of Joe Calhoun

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.