Money Quotient Advisor Search

This directory is reserved for financial advisors and other professionals who have invested in Money Quotient education and training in order to better serve their clients’ needs and aspirations. 
In addition to contact information provided for each advisor, you can click on “View Qualifications” for a snapshot of MQ training, commitment, and participation.  
Green stars indicate the individuals who have submitted an application for review and have qualified for an MQ Endorsement.  This select group of advisors have demonstrated their commitment to consistently integrate MQ Financial Life Planning tools and processes into their client meeting schedules and presentations.

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