Chad Burton
Certified Financial Planner™ professional, Leading Wealth Advisor and Dynamic Public Speaker.
- Role
- Regional Director Partner at EP Wealth Advisors
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Chad Burton
Over 30 years ago, Chad was introduced to the investment world by his grandfather. As a…
Experience
Regional Director Partner
Jan 2021 — Present · Vancouver, WA, US
Skills
- Wealth Management
- Real Estate
- Personal Financial Planning
- High Net Worth Individuals
- Investments
- Insurance
- Income Tax
- Asset Allocation
- Mutual Funds
- Investment Management
- Retirement
- Public Speaking
- Investment Properties
- Asset Managment
- Portfolio Management
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