Chad is Regional Director and Partner at EP Wealth Advisors, helping clients to achieve their personal financial goals.
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.
Chad holds the CERTIFIED FINANCIAL PLANNER™ professional certification.
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. Chad’s radio shows can be found on: Apple, Spotify and Audible.
Upcoming Medicare Webinar: October 4th, 2023 – Register here.
Upcoming event: October 28th, 2023 – Foster City/San Mateo, CA. Register here.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.