R. Chase Burkhart, CFP®

Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Chase Burkhart is a wealth management advisor based in Tampa, FL.

Chase joined CapTrust Advisors in Tampa in 2014. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Chase is currently a vice president and financial advisor responsible for comprehensive wealth management and retirement advisory services to high-net-worth individuals. Chase has worked in the industry since 2014.

Education

  • Bachelor of Science degree in financial planning from the University of Georgia

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Industry Involvement

  • Financial Planning Association

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Tampa)

Resources

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