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Favorite Quote

“It takes as much energy to wish as it does to plan.” – Eleanor Roosevelt
 

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Chris Burkhart, FPQP ®

Wealth Manager

Chris received her BS in Economics from the University of Oklahoma.

She earned the Financial Paraplanner Qualified Professional (FPQP) designation in 2019.

As a wealth manager at Cutler, I am the primary point of contact serving a number of families. I use financial planning based on my clients' values to ensure each client’s portfolio is aligned with their unique goals.

I truly enjoy getting to know my clients. Understanding what they deem important is the key to creating a successful plan, so I like to connect regularly with each family I serve to make sure their plan keeps pace with their changing needs. I coordinate with other trusted Advisors (CPA’s, Attorneys, etc.) and rely on all of Cutler’s resources to ensure clients’ plans address all aspects of their financial lives.

I grew up in Norman, Oklahoma, home of the Sooners. After college, I began my career in finance as a high yield bond analyst for Dow Jones in Oklahoma City. Two years later, I moved to the Dow Jones home office in New York to work with trading professionals at major Wall Street brokerage houses. This was an action-packed environment, with most trading done over the phone. The trading desk was always the first place news would break.

After seven years, my husband and I decided to move to Seattle and try life on the West Coast, and we’ve never looked back. I spent a few years raising our two beautiful girls before returning to the financial services industry. This time, however, I wanted to work with individuals instead of big trading desks. I enjoy seeing the more personal side of the financial industry and the positive impact a good financial plan can bring to people’s lives.

Outside the office, I enjoy sailing, boating, and being near the water. However, my favorite pastime is cheering on our daughters at basketball, swimming, and water polo games (or chasing our dog, Axel).
 

Favorite Quote

“It takes as much energy to wish as it does to plan.” – Eleanor Roosevelt
 


My Services

Latest Commentary

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info@cutler.com