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Chad Burton

Regional Director/Partner at EP Wealth Advisors

  • LinkedIn

Email Email: c****@epwealth.com

phone noPhone Number: (***)-***-****

Over 28 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 focusi...

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EP WEALTH ADVISORS

EP WEALTH ADVISORS

  • description Description
    EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). At EP Wealth Advis...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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EP Wealth Advisors Org Chart and Mapping

Employees

Cfp® Alina Narr

Associate Director of Financial Planning

Joey Katz

Associate Regional Director

Kevin Mortesen

Director of Business Management

CFP Eric Swanson

Vice President, Certified Financial Planner®

Christian Fontal

Client Relationship Associate

Geniffer Takacs

Associate Director, Investments

Jennifer Forsyth

Senior Client Relationship Associate at Ep Wealth Advisors, Llc

Kim Hedlund

Client Relationship Associate

Frequently Asked Questions Regarding Chad Burton

Answer: Chad Burton works for EP Wealth Advisors as Regional Director/Partner

Answer: Chad Burton’s role in EP Wealth Advisors is Regional Director/Partner

Answer: Chad Burton's email address is c***@gmail.com

Answer: Chad Burton's business email address is c****@epwealth.com

Answer: Chad Burton’s direct phone number is (***)-***-****

Answer: Chad Burton works in the industry of: Financial Services

Answer: Chad Burton is the current Regional Director/Partner at EP Wealth Advisors.... Read More

Answer: Chad Burton works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Regional Director/Partner is Chad Burton

Answer: Chad Burton contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@epwealth.com

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