Chris Mohring, CFP®
Our Best Work. Your Best Life.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Our Best Work. Your Best Life.
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Chris Mohring, CFP®
Chris serves as Managing Director of Client Experience and a Senior Wealth Advisor at Quotient Wealth Partners, bringing industry-leading client experience and financial planning offerings. With over 12 years of experience in financial services and wealth management, he works directly with clients to identify their unique goals and develop customized financial plans. He specializes in retirement planning, tax optimization, and investment management.Chris holds his Bachelors of Science from LSU, where he also played lacrosse. He is a CERTIFIED FINANCIAL PLANNER® professional as designated by the Certified Financial Planner Board of Standards.
Outside of the office, Chris enjoys staying active as well as spending time with his wife Sarah and two boys, Rye and Ash.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
5430 LBJ Freeway, Suite 1150 Dallas, TX 75240
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We look forward to hearing from you.Offers Investment Management
Yes
About Quotient Wealth Partners
Quotient Wealth is a team of in-house wealth professionals with over combined 150 years of experience. Our dedicated wealth advisors focus on understanding your core values, needs, and aspirations, empowering you to maximize the potential of your financial resources.As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Our aim is to help you live your best life by enjoying full control of your financial well-being.
Experience and Expertise
Leveraging their over 150 years of combined experience working with corporate executives and senior managers, our founders designed Quotient Wealth Partners to offer in-depth insights into the sophisticated needs and challenges of affluent individuals and their multigenerational families. Our overall approach to wealth management is highly process oriented. Through attentive listening, our advisors attempt to fully comprehend our clients’ circumstances, concerns, and ambitions.
We believe this approach fosters a relationship based on trust and respect and emphasizes educating clients and their families on the various financial options and opportunities they face. We utilize a combination of human decision-making and innovative technology to swiftly identify and carefully develop specific solutions that are tailored to suit individual client needs and goals.
Preparing Today for Tomorrow
Specializing in retirement planning, we look to replace clients’ concerns about the future with confidence in a clear and effective financial plan. We work closely with pre-retirees, active retirees, legacy retirees, and corporate employees, recognizing that each of these clients requires tailored financial planning strategies.
For pre-retirees, we focus on benefits planning, tax mitigation strategy, equity planning, and designing a comprehensive retirement savings plan. We assist clients in navigating complex HR processes at their companies and help them prepare for a stable and secure financial life post-retirement.
For retiree clients, we strive to help them recreate their paycheck, optimize their taxes, and guide them through market fluctuations. Our solutions include tax-smart distribution planning, healthcare planning, family education and communication, estate planning and wealth transfer.
Education
Louisiana State University, Bachelor of Science, Marketing and Business Administration
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Living in Retirement
- Technology Professionals
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
My friend & financial advisor in retirement
Honest, thoughtful, knowledgable, responsive, genuine, competent, Chris has all the attributes required in a CFP. Highly recommended.
My friend & advisor in my silver years
Chris is Honest, thoughtful, responsive, knowledgeable, experienced,. All the qualities needed in a CFP. Highly recommended.
Awesome to work with
We have been working with Chris for approximately one year. We have had several meeting with Chris and he has been attentive to our questions. He is very knowledgeable and thoughtful. I would highly recommend Chris as your financial advisor.
From Uncertainty to a Secure Retirement Plan
Chris has been an invaluable asset to my financial well-being. We began working together during a stressful layoff, and his calm, knowledgeable approach provided the confidence I needed. From our first call, his genuine care was evident. He worked with me step-by-step to build an investment and retirement strategy that funds my passion for travel, while also navigating complex tax and health insurance issues like IRMAA. With plans to eventually handle my estate planning, Chris and his team ensure every detail of my future is secure. He is professional, empathetic, and truly excellent at what he does—my only regret is that I didn't find him sooner!
Chris is the "Best"
I've been working with Chris about 10 years now, and he really turned around my portfolio. I've had some bad dealings with advisors in my past,... and am very happy to say what a fresh breath of air Chris has been; while emphasizing what a truly competent, professional he is. If you need him, Chris finds a way to make himself available fairly quickly. He looks into "everything" for you. Example, I had paid off a whole life insurance policy with a death benefit value of approximately $500,000. Chris looked into it and found where I could take the cash value of this policy, and go with another major company that would UP my death benefit to: $889,000!! There was "NO" money out of pocket and my net gain was a little shy of double! Probably the thing I like most about Chris is his personality. He cares about what you're trying to accomplish, and he really listens. He doesn't continually try to pitch new things to me. Instead, he listens to what my wife & I are trying to accomplish, reflects the likelihood of success through their very sophisticated computer systems, and may make suggestions on how to go about it in the process. Chris has become more than just a Financial Advisor to us,... he's become a friend that we count on for financial counsel and we respect him immensely. I wholeheartedly recommend Chris Mohring.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.