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 Registered Investment Advisor (RIA)

Phone: 877-389-5373

Email: info@etzlerfinancial.com

Website: etzlerfinancial.com

CRD#: 134022

CFP#: 50696

Primary Insurance Companies: My independence and fiduciary status allows me the freedom to seek the very best solutions for your needs.  I have no allegiance to any company, product, or service beyond my belief in its ability to help you accomplish your goals. My advice is conflict-free. I do not receive compensation from any insurance company.

Primary Investment Companies: My independence and fiduciary status allows me the freedom to seek the very best solutions for your needs. I have no allegiance to any company, product, or service beyond my belief in its ability to help you accomplish your goals. My advice is conflict-free. I do not receive compensation from any third party (i.e. bank, brokerage firm, insurance company).

Services: Independent conflict-free fiduciary advisor. Specialize in retirement services, financial planning, and investment consulting. I create strategies to help you best meet your life goals by taking a big picture look at your retirement, tax, and estate planning needs, while also addressing investments, managing risk, and balancing your income needs. It’s always about putting your interests first – the way it should be.

Other Information: Only 9% of all financial advisors in the U.S. act exclusively as a fee-only fiduciary. I am proud to be included in this select group of professionals that put client needs first.