CERTIFIED FINANCIAL PLANNER ®
Portland State University
Chad is Regional Director and Partner here at EP Wealth Advisors®. Prior to joining EP Wealth Advisors®, Chad Burton was the Co-Founder and CEO of NewFocus Financial Group. He served as the chairman of the investment committee and was actively involved in the investment process. In 1993, Chad was introduced to the investment world by his grandfather. As a result of their partnership, he gained valuable tools and experiences early in his career by focusing on issues specific to wealth management such as income distribution and estate planning strategies. Their partnership set the foundation for establishing a successful wealth management and financial planning firm. As a dynamic public speaker, Chad began making radio and TV appearances in 1999 with Rob Black and eventually started hosting his own radio show in 2002. Every year, he speaks to thousands of people at investment conferences and seminars. Podcasts of Chad’s radio shows can be found in the podcast section of the iTunes store.
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