Chris Butz is a wealth management financial advisor based in Allentown, PA.
Chris joined CAPTRUST in 2015 as a principal and financial advisor with the firm’s partnership with MFP Strategies and co-leads the Strategic Advisor Group, a division within CAPTRUST that provides multigenerational business and estate preservation, wealth planning, investment advisory, and life insurance strategies. The Strategic Advisor Group team works with many industry leading companies, their owners and executive teams, as well as families with substantial wealth, family offices, and high net worth individuals. Previously, Chris served as partner and has worked in the industry for over 20 years.
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