Chuck Cutler

ChFC® , CLU®

EP Wealth Advisors

Senior Vice President/Partner

Contact Me

Chuck Cutler

ChFC® , CLU®

EP Wealth Advisors

Senior Vice President/Partner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chuck Cutler, ChFC® , CLU®

Contact Me

801-944-7702

Website

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Chuck Cutler is a Salt Lake City, UT fee-only financial planner.  EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chuck Cutler is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

 

EP Wealth - Resources

Informed Investor Reports, Client Education Webinars, Articles and Checklists

EP Wealth Youtube Channel with additional commentary

Chuck Cutler has worked over 30 years in the financial services industry. After a successful college football career, where he earned First Team Academic All-American status in 1987 and 1988, he began his professional career with the MONY Group. In 1999 Chuck joined his former college roommate Mark Matley and his business partner Paul Salisbury at the Insight Group. In 2009 they started an affiliated registered investment advisory firm, Financial Insight Center, where Chuck was the acting managing partner. In 2020 The Insight Group and Financial Insight Center united with EP Wealth Advisors. Chuck is dedicated to responding honestly, sensitively, and informatively through sound judgment and a principle driven approach. Chuck enjoys spending time with his family, mountain biking, golfing, and travelling.

EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • ChFC - Chartered Financial Consultant
    Chuck Cutler is a Chartered Financial Consultant® (ChFC®)

    Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

  • CLU - Chartered Life Underwriter
    Chuck Cutler is a Chartered Life Underwriter® (CLU®)

    A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.

Contact Chuck Cutler

801-944-7702

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Office Locations:

  • 3115 E. Lion Lane
    # 100
    Salt Lake City, UT 84121

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