Chris Butz, ChFC®, CFP®

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Chris Butz is a wealth management financial advisor based in Allentown, PA.

Chris is a principal and financial advisor who joined CAPTRUST in 2015. He is a specialist in advanced risk management strategies. His focus is to help safeguard the wealth of ultra-high-net-worth families by helping them position themselves for optimal asset protection and wealth transfer outcomes. He also works extensively with executive benefit plans for private and public companies and charitable organizations. Chris’s knowledge encompasses both traditional and complex insurance structures.

He’s also part of the CAPTRUST Family Office Services team, a group of advisors within the firm who specialize in the areas of multigenerational business and estate preservation, comprehensive wealth planning, sophisticated investor advisory, and advanced life insurance strategies.

Before joining CAPTRUST, Chris served as a financial advisor and principal at MFP Strategies. He received his Bachelor of Science degree in finance from Kutztown University and is a member of the Estate Planning Council of the Lehigh Valley.

CA Insurance License #0L58223

Education

  • Bachelor of Science degree in finance from Kutztown University

Industry Designations

  • Chartered Financial Consultant®
  • CERTIFIED FINANCIAL PLANNER®

Memberships

  • Member, Estate Planning Council of the Lehigh Valley

Article

Fiduciary Risk: Trust-Owned Life Insurance

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