Chad Burton, Cfp®
AeroLeads people directory · profile

Chad Burton, Cfp® Email & Phone Number

Regional Director and Partner at EP Wealth Advisors
Location: Vancouver, Washington, United States 3 work roles 2 schools
1 work email found @epwealth.com 3 phones found area 650, 800, and 888 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email c****@epwealth.com
Direct phone (650) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EP Wealth Advisors
Role
Regional Director and Partner
Location
Vancouver, Washington, United States
Company size
516 employees

Who is Chad Burton, Cfp®? Overview

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Quick answer

Chad Burton, Cfp® is listed as Regional Director and Partner at EP Wealth Advisors, a company with 516 employees, based in Vancouver, Washington, United States. AeroLeads shows a work email signal at epwealth.com, phone signal with area code 650, 800, 888, and a matched LinkedIn profile for Chad Burton, Cfp®.

Chad Burton, Cfp® previously worked as Regional Director/Partner at Ep Wealth Advisors and Chief Executive Officer at Newfocus Financial Group. Chad Burton, Cfp® studied at Portland State University.

Company email context

Email format at EP Wealth Advisors

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*@epwealth.com
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AeroLeads found 1 current-domain work email signal for Chad Burton, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Chad Burton, Cfp®

Over 30 years ago, 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. That set the foundation for establishing NewFocus Financial Group, successful wealth management and financial planning firm which was acquired by EP Wealth January 2021. As a leading wealth advisor and dynamic public speaker, Chad began making radio and TV appearances in 1999 with Rob Black and eventually began 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. Chad is a Partner and Regional Director with EP Wealth. Chad leads planning teams in the Bay Area as well as Vancouver, Washington (near Portland, Oregon).

Listed skills include Retirement, Investments, Real Estate, High Net Worth Individuals, and 11 others.

Current workplace

Chad Burton, Cfp®'s current company

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EP Wealth Advisors
Ep Wealth Advisors
Regional Director and Partner
Vancouver, WA, US
Website
epwealth.com
Employees
516
AeroLeads page
Company profile
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3 roles

Chad Burton, Cfp® work experience

A career timeline built from the work history available for this profile.

Regional Director/Partner

Current
Ep Wealth Advisors

Vancouver, Washington, United States

Jan 2021 - Present
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 516 employees →

SC Sean Cartin, Cfp® Sean Cartin, Cfp® Colleague at Ep Wealth Advisors San Diego, California, United States, United States View → BK Brandon Kuhn Brandon Kuhn Colleague at Ep Wealth Advisors Mesa, Arizona, United States, United States View → BM Brian Mulvey Brian Mulvey Colleague at Ep Wealth Advisors Westwood, Massachusetts, United States, United States View → SW Stephan Weebe Stephan Weebe Colleague at Ep Wealth Advisors Los Angeles Metropolitan Area, United States View → GB Gena Bowman Gena Bowman Colleague at Ep Wealth Advisors Sandy, Utah, United States, United States View → NB Nesrine Benrekia Nesrine Benrekia Colleague at Ep Wealth Advisors San Francisco Bay Area, United States View → DM Dillon Mcgill, Cfp® Dillon Mcgill, Cfp® Colleague at Ep Wealth Advisors San Luis Obispo, California, United States, United States View → JC Justin C. Justin C. Colleague at Ep Wealth Advisors Los Angeles Metropolitan Area, United States View → MF Melanie F. Melanie F. Colleague at Ep Wealth Advisors San Francisco Bay Area, United States View → SS Stephan Siegel Stephan Siegel Colleague at Ep Wealth Advisors Walnut Creek, California, United States, United States View →
2 education records

Chad Burton, Cfp® education

Education record

Reynolds
FAQ

Frequently asked questions about Chad Burton, Cfp®

Quick answers generated from the profile data available on this page.

What company does Chad Burton, Cfp® work for?

Chad Burton, Cfp® works for EP Wealth Advisors.

What is Chad Burton, Cfp®'s role at EP Wealth Advisors?

Chad Burton, Cfp® is listed as Regional Director and Partner at EP Wealth Advisors.

What is Chad Burton, Cfp®'s email address?

AeroLeads has found 1 work email signal at @epwealth.com for Chad Burton, Cfp® at EP Wealth Advisors.

What is Chad Burton, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 650, 800, 888 for Chad Burton, Cfp® at EP Wealth Advisors.

Where is Chad Burton, Cfp® based?

Chad Burton, Cfp® is based in Vancouver, Washington, United States while working with EP Wealth Advisors.

What companies has Chad Burton, Cfp® worked for?

Chad Burton, Cfp® has worked for Ep Wealth Advisors and Newfocus Financial Group.

Who are Chad Burton, Cfp®'s colleagues at EP Wealth Advisors?

Chad Burton, Cfp®'s colleagues at EP Wealth Advisors include Sean Cartin, Cfp®, Brandon Kuhn, Brian Mulvey, Stephan Weebe, and Gena Bowman.

How can I contact Chad Burton, Cfp®?

You can use AeroLeads to view verified contact signals for Chad Burton, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Chad Burton, Cfp® attend?

Chad Burton, Cfp® studied at Portland State University.

What skills is Chad Burton, Cfp® known for?

Chad Burton, Cfp® is listed with skills including Retirement, Investments, Real Estate, High Net Worth Individuals, Mutual Funds, Investment Properties, Insurance, and Asset Managment.

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