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Profile matthew etzler
Etzler Financial Advisors, LLC
Red Bluff, CA

Matthew R. Etzler

CFP®, CRC®, CRPS®
It's your life and your money. We want to help you make the most of both.

Meet Matthew R.

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Introduction - Matt Etzler
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The Advantages of a Full-Time Fiduciary - Matt Etzler
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The 3 "Go Stages" of Retirement - Matt Etzler
Video Transcripts

For more than 25 years, Matthew R. Etzler (Matt) has helped to shape the well-being of others by providing seasoned guidance and solutions. Matt has built an advisory practice that doesn’t sell products, only guidance to help people make the most of their life and their money. Only 9% of all financial advisors in the U.S. act exclusively as a fee-only fiduciary (Source: Cerulli Associates). Matt is proud to be…

For more than 25 years, Matthew R. Etzler (Matt) has helped to shape the well-being of others by providing seasoned guidance and solutions. Matt has built an advisory practice that doesn’t sell products, only guidance to help people make the most of their life and their money. Only 9% of all financial advisors in the U.S. act exclusively as a fee-only fiduciary (Source: Cerulli Associates). Matt is proud to be included in this select group of professionals that put client interests first – the way that it should be. Matt’s conflict-free approach isn't about investment returns or the sale of a product – it's about quality of life. It's about making dreams real. It's about making life more.

Matt values his fiduciary role and responsibility; taking time to understand your specific circumstances - the goals you want to achieve, help to plan your journeys and achieve milestones, suggest changes in course when needed, and provide support for everything that life brings your way.

Matt approaches personal finances in a holistic manner addressing cash flow management, taxes, retirement, investments, and estate preservation. Matt helps to sort through the mass of information, misinformation, and confusion that clutters your path to help you make informed decisions and avoid costly mistakes along the way.

Matt values education as a way to better serve people and has earned the following industry designations:

• Certified Financial Planner™ (CFP®)
• Certified Retirement Counselor (CRC®)
• Chartered Retirement Plans Specialist (CRPS®)
• Chartered Federal Employee Benefits Consultant (ChFEBC℠)

Matt has been awarded the highest, Five-Star rating and been admitted to the Paladin Registry, a service that documents and validates the credentials of high quality financial professionals who rank in the top 10% of the profession. Matt is also one of only a few financial advisors in the nation admitted to the 403(b)wise Advisor Directory; an education and advocacy site dedicated to providing quality, objective advice to 403(b) participants.

Matt devotes his free time to his family, coaching youth sports, and participating in a number of worthwhile community service projects. Matt believes that the foundation of a better advisory experience begins with his commitment to make a difference in the lives of others; conflict-free, integrated strategies to help build, protect, and carry on what's important. Matt calls it commitment. You will call it peace of mind.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Tax Planning
Estate Planning
Employer Sponsored Retirement Plans

Experience with

Small business owners
Business executives
Families
Other professions

Fee structure

Hourly
Flat Fee/Retainer

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CRC® - Certified Retirement Counselor®
CRPS® - Chartered Retirement Plans Specialist℠

Memberships

FPA - Financial Planning Association
NAPFA - National Association of Personal Financial Advisors

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