Chad Burton, CFP®

Regional Director, Partner

Redwood Shores, California

Greater Portland Region and Vancouver, Washington

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As Regional Director, Chad helps clients pursue personal financial goals through comprehensive planning, while supporting growth across his region. He works with individuals and families seeking clarity across retirement, income needs, and legacy priorities.
Chad co-founded and led an independent wealth management firm before joining EP Wealth. Early in his career, he gained foundational experience through a close family mentorship focused on planning for distribution and estate needs. He holds the CERTIFIED FINANCIAL PLANNER™ designation. Chad is also a seasoned public speaker, presenting at conferences and seminars and appearing on radio and TV since 1999.
Chad’s approach is clear, practical, and client-centered. He simplifies complex decisions and builds clear action plans clients can follow. He believes strong planning helps clients prepare for uncertainty while staying focused on what matters most.
Outside the office, Chad enjoys connecting with people through speaking and community events. He values time with family and stays active in the communities he serves.