Matthew R. Etzler
Financial Planner, Financial Services
Matthew R. Etzler: Independent Fiduciary Advisor | Retirement Plan Consultant | Retirement Readiness Engineer
Matthew R. Etzler's Bio:
For more than 25 years, Matthew R. Etzler (Matt) has been helping to ensure the financial well-being of others by providing seasoned guidance and solutions centered on prudent fiduciary practices. As an independent conflict-free advisor, Matt values his fiduciary role and responsibility in the lives of his clients; taking time to understand their specific circumstances - the goals they want to achieve, help to plan their journeys and achieve milestones, offer direction to change course when needed, and provide support all along the way. Listening. Anticipating. Delivering. It's always about putting the client's interests first - the way it should be.
Matt values education as a way to promote professional excellence, enhance his skills, and better serve his clients. Matt has earned the following industry accreditations:
- Certified Financial Planner(TM), CFP(R)
- Certified Retirement Counselor, CRC(R)
- Chartered Retirement Plans Specialist, CRPS(R)
- Chartered Federal Employee Benefits Consultant, ChFEBC (TM)
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.
Over the years, Matt has served in leadership roles for a number of community organizations including service as a governing member of Red Bluff Union High School District, Antelope School District, Tehama County Arts Council, Tehama District Fair, Red Bluff Parks and Recreation Commission, and Red Bluff Little League to name a few.
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... today, tomorrow, and for years to come. Matt calls it commitment . His clients call it peace of mind.
Matthew R. Etzler's Experience:
Managing Member at Etzler Financial Advisors, LLCNovember 2004
Managing Partner at Etzler Financial ServicesSeptember 2001 - November 2004
Special Assistant to the Secretariat at California Department of Food and AgricultureMarch 2000 - September 2001
Assistant Director at California Division of Fairs and ExpositionsAugust 1995 - March 2000
Financial Planner at American Express Financial AdvisorsDecember 1990 - September 1994
Registered Representative at New York Life/NYLIFE SecuritiesMay 1982 - December 1990
Matthew R. Etzler's Education:
College for Financial PlanningConcentration: Financial Planning
Matthew R. Etzler's Interests & Activities:
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