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 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

Article

Fiduciary Risk: Trust-Owned Life Insurance

There is an old saying, “If everything appears to be going well, most likely you are not aware of everything that is going on.”

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Resources

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