Matthew R. Etzler

Financial Planner, Financial Services

You Live. We Plan. We Guide. | Conflict-Free Financial Planning & Advice

Matthew R. Etzler's Bio:

You probably have questions... When can you retire? What will you need? Will you have enough to maintain your lifestyle? What about taxes? What if the hokie pokie IS what it's all about?

 

We provide answers... We help sort through the mass of information, misinformation, and confusion that clutters your path to help you make informed decision about your life goals and avoid costly mistakes along the way. In spite of the warm-fuzzy marketing pitches from the industry, financial planning 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. Unfortunately, the primary function of most bank, brokerage and insurance representatives is simply to SELL you products... their products. You need answers to BIG questions, not products with BIG commissions. You need someone who has an obligation to focus on YOUR bottom line... not theirs.

 

For more than 25 years, Matthew R. Etzler (Matt) has been helping people to build, protect, and carry on what's important. Matt is an independent, fee-only fiduciary advisor. Using a conflict-free approach, Matt provides holistic advice addressing cash flow, taxes, retirement, investments, risk management, and estate preservation without the concern of a sales pitch or conflicted advice -- Matt doesn't sell products. 

 

Only 9% of all financial advisors in the U.S. act exclusively as a fee-only fiduciary. Matt is proud to be included in this select group of professionals that put client interests first -- the way that it should be.

 

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

  • Certified Financial Planner(TM)
  • Certified Retirement Counselor
  • Chartered Retirement Plans Specialist
  • Chartered Federal Employee Benefits Consultant
  • Licensed tax advisor

 

Matt has been awarded the highest, Five-Star Fiduciary rating by 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.

 

Engaging a financial planner/advisor is an important decision that has significant lifelong implications. For this reason, Matt offers a no-charge, no-obligation introductory consultation in person, by phone, or online. The consultation will be focused on what's important to you and your questions. If Matt's in a position to help and it's a good fit, he will discuss next steps. 

 

Click here to schedule an introductory consultation or visit his website.

Matthew R. Etzler's Experience:

  • Managing Member at Etzler Financial Advisors, LLC

  • Managing Partner at Etzler Financial Services

  • Special Assistant to the Secretariat at California Department of Food and Agriculture

  • Assistant Director at California Division of Fairs and Expositions

  • Financial Planner at American Express Financial Advisors

  • Registered Representative at New York Life/NYLIFE Securities

Matthew R. Etzler's Education:

  • College for Financial Planning

    Concentration: Financial Planning

Matthew R. Etzler's Interests & Activities:

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