Our October Fundamentals Cohort!

We are excited to be currently hosting our October cohort of Fundamentals of True Wealth™ Planning! A special congratulations to the Ken Gillaspie Legacy Fund scholarship recipients, Marian Nguyen and  Rosario Chacón, CFP®, FBS®, EA, CSLP®, CDFA®. We’re excited to support them as they continue to embrace Money Quotient’s unique model of life-centered financial planning.

Money Quotient would also like to thank Adrienne Ross, CFP®, ChFC®, AFC® for completing the course again, and for imparting her wisdom and sharing her valuable expertise as our Veteran MQ Partner!