Matthew R. Etzler

Matthew R Etzler [ChFEBC℠, CFP®, CRC®, CRPS®]

819 Jefferson Street
Red Bluff, CA 96080

Original Certification Date: 1/1/2005

Organization: Etzler Financial Advisors, LLC

Broker-Dealer: N/A – Independent Fee-Only Fiduciary

Phone: 877-389-5373

Email: info@etzlerfinancial.com

Website: www.etzlerfinancial.com

CRD#: 1283701

CFP#: 50696

Primary Insurance: Not affiliated with any insurance company. I am a fee-only fiduciary that provides conflict-free insurance planning and advice. My independence and fiduciary status allows me the freedom to seek the very best solutions for your needs without conflicts of interest. We do not “sell” financial products or receive commissions from any recommendations we make; REAL planning and advice.

Primary Investment: Not affiliated with any investment company. I am a fee-only fiduciary that provides conflict-free insurance planning and advice. My independence and fiduciary status allows me the freedom to seek the very best solutions for your needs without conflicts of interest. We do not “sell” financial products or receive commissions from any recommendations we make; REAL planning and advice.

Services: I provide conflict-free advice on all financial matters: retirement, taxes, investments, estate preservation and anything else that impacts your life. Using advanced technology tools, we are structured to collaborate with you whether local or thousands of miles away. My model is advice-only: fees are charged by the hour, by the project or on a retainer basis. We do not charge based on a percentage of assets.

Other Information: Selecting an advisor is an important decision that has significant lifelong implications. For this reason, I offer a free, no-obligation introductory consultation to discuss your goals, objectives and concerns. If we’re in a position to help and we’re a good fit, we will follow up with a written service proposal.