Five Star award winner Chris Burkhart

PROFESSIONAL PROFILE

Contact Me

Chris Burkhart

Wealth Manager

Cutler Investment Group

10655 NE 4th St Ste 800

Bellevue, WA 98004

Office: 206-624-5863

chris@cutler.com
www.cutler.com

Professional Approach

I spent many years working with traders and analysts on Wall Street. In this fast-paced, frenzied environment, the focus was always on numbers. My background on Wall Street honed my skills in analyzing data, but it’s been the personal interactions with clients that’s truly transformed my perspective. It wasn’t until I became a Financial Advisor that I saw the enormous impact these trades had on individual investors’ lives and found my passion lies in helping people prepare for a secure future.

Recently, while updating a financial plan with a couple, they shared a delightful surprise. They had created the hashtag, #CRTN, for me. They are approaching retirement and exploring various opportunities for this new chapter of their lives. Whenever an idea piques their interest, they say #CRTN (pronounced “curtain”) which stands for Chris Run The Numbers. This is their signal to each other to have me run the numbers to see if it’s financially feasible. It’s rewarding to see the planning help them shape their lives.

My husband and I are proud parents of two daughters – one in high school and another attending the University of Washington. Yet, our dog Axel holds the record for the most photos on my camera.

I am passionate about my work as a volunteer with the CENTS Cancer Program. I assist patients in navigating the financial burdens from cancer treatment and aid families of terminally ill patients in estate planning. My journey as a cancer survivor has given me a first-hand view of the high, prolonged costs of treatment. This endeavor holds special significance for me, given my own experiences.

I also enjoy volunteering with the Junior League of Seattle and supporting the Alpha Chi Omega Seattle Alumnae chapter. During the summer, I can often be found at the View Ridge Swim and Tennis Club, enjoying the pool, and catching up with neighbors and friends.

See Accomplishments

This award was issued on 2/1/25 by Five Star Professional (FSP) for the time period 5/15/24 through 11/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3439 Seattle-area wealth managers were considered for the award; 106 (3% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,339, 260, 8%, 1/1/24, 5/15/23 - 11/30/23; 2023: 2,994, 268, 9%, 1/1/23, 4/18/22 - 10/21/22; 2022: 2,938, 267, 9%, 1/1/22, 5/10/21 - 11/30/21; 2021: 2,938, 284, 10%, 1/1/21, 4/27/20 - 10/30/20; 2020: 2,735, 273, 10%, 1/1/20, 4/1/19 - 11/13/19; 2019: 2,752, 290, 11%, 1/1/19, 4/23/18 - 11/9/18; 2018: 2,452, 266, 11%, 1/1/18, 4/25/17 - 11/6/17; 2017: 1,785, 436, 24%, 12/1/16, 3/26/16 - 11/18/16; 2016: 1,678, 412, 25%, 12/1/15, 5/12/15 - 10/30/15; 2015: 2,023, 530, 26%, 1/1/15, 5/12/14 - 10/30/14; 2014: 2,649, 424, 16%, 3/1/14, 5/12/13 - 10/30/13; 2013: 2,732, 664, 24%, 1/1/13, 5/12/12 - 10/30/12; 2012: 2,697, 682, 25%, 1/1/12, 5/12/11 - 10/30/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.