Chuck Cutler, ChFC® , CLU®

Senior Vice President, Advisor, Partner

Salt Lake City, Utah

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Chuck helps clients stay focused on their life goals through principle-driven planning. He supports families with thoughtful guidance across retirement and income needs.
He brings more than 30 years of financial services experience. He helped build an affiliated advisory firm and later served as an acting managing partner before joining EP Wealth through a merger in 2020. He earned a B.S. in Business Management with a finance emphasis from Brigham Young University and holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations.
His approach is honest, thoughtful, and informative. He listens closely, clarifies decisions, and builds plans clients can follow. He believes trust grows through transparency and consistent follow-through.
He enjoys time with his family and loves mountain biking, golf, and travel. Time outdoors and shared experiences are especially important to him.