Chuck Cutler

Chuck Cutler is a seasoned wealth advisor and partner at EP Wealth Advisors, where responsibilities include financial planning, retirement planning, investment management, and estate planning since October 2020. Prior to this role, Chuck served as managing partner at The Financial Insight Center from July 2010 to October 2020, focusing on retirement and investment management. Experience also includes serving as a financial consultant at The Insight Group, Inc. from July 1999 to October 2020, and holding leadership positions such as Chief Marketing Officer and Chief Distribution Officer at Beneficial Financial Group, as well as General Manager at The MONY Group. Chuck holds a Bachelor of Science degree in Business Management with an emphasis in Finance from Brigham Young University, earned between 1985 and 1989.