Chad Burton This is Me

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1. 1. www.feeplanning.com

   www.feeplanning.com/new/feepla - [Cached]

   Published on: 5/5/2007   Last Visited: 5/5/2007

   Welcome to Chad Burton's Web site.
   
   At age 32, Chad Burton, CFP®, has realized as much or more business success than many financial advisors who are 20 years his senior. His fee-only financial planning and investment advisory firm has $115 million under management and three bustling offices located in Vancouver/Portland, Ore. and Larkspur and San Mateo, Calif. Burton's NewFocus Financial Group is growing at a steady clip of well over 10 percent a year.
   
   Although these accomplishments are impressive, Burton says the best is yet to come.
   
   Click here to read more.
   
   BECOME A CLIENT
   
   Chad Burton, CFP NewFocus Financial Group 703 Broadway Suite 640 Vancouver, WA 98660 Toll Free: 888-762-2423 Fax: 866-565-8305

2. 2. www.feeplanning.com

   www.feeplanning.com/new/feepla - [Cached]

   Published on: 5/5/2007   Last Visited: 5/5/2007

   Chad Burton Bio Oregon Financial Associates
   
   About Us
   
   Chad Burton
   ...
   Chad Burton is one of the West Coast's most dynamic and resourceful financial advisors. He helps his clients become aware of their investment options, guards them against negative changes in law and market cycles, and works closely with them to plan and create the retirement they want.
   
   Born and raised in Oregon, Chad is one of a new generation of financial advisors whose focus is on the client, never the commission. Chad entered the financial services industry in 1993 in partnership with his grandfather, an experienced annuities advisor who had advised seniors for over twenty years.
   
   As a result of this intense mentoring, Chad gained -- early in his career -- an understanding of the needs and goals of the mature investor.
   
   A gifted presenter, Chad speaks to thousands of people every year. His seminars, radio and TV appearances are always well received. In December 2006, he was featured in a Success Profile in Wealth Manager magazine.
   
   Chad enjoys spending time with his family in the great outdoors.
   
   Contact Chad or visit www.NewFocusFinancial.com now.
   
   Chad Burton, CFP NewFocus Financial Group 703 Broadway Suite 640 Vancouver, WA 98660 Toll Free: 888-762-2423 Fax: 866-565-8305

3. 3. www.feeplanning.com

   www.feeplanning.com/new/feepla - [Cached]

   Published on: 12/1/2006   Last Visited: 5/5/2007

   At age 32, Chad Burton, CFP®, has realized as much or more business success than many financial advisors who are 20 years his senior. His fee-only financial planning and investment advisory firm has $115 million under management and three bustling offices located in Vancouver/Portland, Ore. and Larkspur and San Mateo, Calif. Burton's NewFocus Financial Group is growing at a steady clip of well over 10 percent a year.
   ...
   "I got into the business with my grandfather," says Chad. "I was going to Portland State University majoring in engineering, math and wrestling.
   ...
   Chad liked numbers and was "pretty analytical," but, thanks to his grandfather, he realized that dealing with people and earning their trust was the most important thing. He went on to get his Series 6 and 63 licenses so he could offer mutual funds and variable annuities. By then, Chad's grandfather was in his mid-seventies, and they were starting to get calls from aging clients saying that the husband or wife was in a nursing home. "It threw me into dealing with retirement and estate planning," Chad recalls. "I got started in this area early and that's what my specialty is today. Because of the age of the clientele I was working with, I had to read up on Medicaid planning and spousal impoverishment laws and other related things. I started to meet several of the higher-end elder law attorneys in the area and started building my practice through that niche."
   
   As a result of his hard work and relationship building, Burton began receiving significant referrals from estate planning and elder law attorneys. Eventually Chad realized that working in a transaction-based environment was not for him. "I started reading about fee-based financial planning and eventually determined to make the transition. I was ahead of the game as far as an early transition to fee-based planning, but I was also very young."
   
   Burton, who says he has always looked four to five years younger than he really is, somehow managed to earn people's business and their trust. About that same time he started listening to Rob Black, a money manager who had a nationally syndicated radio show. Burton checked him out. They met, liked each other and started referring clients back and forth. "I'd send Rob clients who needed money management. He'd send me people who needed financial planning," recalls Chad. Rob eventually invited Chad onto his radio show, and the flow of educational commentary and seminars began.
   
   A couple of interesting side notes on the educational seminars that Burton and Black host: They mention upcoming seminars on the weekly radio and TV shows, and post the schedule on their Web sites, www.NewFocusFinancial.com and www.RobBlack.com. They never promote their firm-either on the air or at the seminars-other than to mention their Web site. They also offer an "investor one-on-one," which is really just a way of helping people that they wouldn't take on as clients. It is common for 250 to 350 people to pack the hotel meeting room. There is a small attendance fee, but all proceeds go to charity.
   
   After five years of working together on a referral basis, Black and Burton created NewFocus Financial Group as a vehicle for joint activities.
   ...
   Although these accomplishments are impressive, Burton says the best is yet to come. NewFocus plans to open additional offices in Walnut Creek and San Jose, Calif. in the near future. The NewFocus model calls for one CFP, one paraplanner and one receptionist / office manager at each location, with 150 clients per planner team. Burton, who still sees clients and works as an advisor, also serves as CEO of NewFocus Financial Group.
   ...
   Chad Burton, CFP NewFocus Financial Group 703 Broadway Suite 640 Vancouver, WA 98660 Toll Free: 888-762-2423 Fax: 866-565-8305