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#: 1283701

CFP#: 50696

Primary Insurance Companies: Not affiliated with any insurance company. 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; true independent, conflict-free financial planning and advice.

Primary Investment Companies: Not affiliated with any investment company. 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; true independent, conflict-free financial planning and advice.

Services: I approach personal finances in a holistic manner addressing cash flow management, taxes, retirement, investments, and estate preservation. I help to sort through the mass of information, misinformation, and confusion that clutters your path to help you make informed decisions and avoid costly mistakes. My conflict-free approach is designed to help you build, protect, and carry on what’s important. I call it commitment. You’ll call it peace of mind.

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 interests first.