Matthew R Etzler [ChFEBC℠, CFP®, CRC®, CRPS®, CFEI℠]
2130 Main Street
Suite B
Red Bluff, CA 96080
Original Certification Date: 1/1/2005
ChFEBC℠ Number: 10M55ER00
Organization: Etzler Financial Advisors, LLC
Broker Dealer: N/A: Independent advice-only, fee-only Fiduciary
Phone: 530-777-0230
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. I do not “sell” financial products or receive commissions from any recommendations I make; I provide REAL planning and advice.
Primary Investment: I am an advice-only, fee-only Fiduciary that provides conflict-free investment 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. I do not sell financial products or receive commissions from any recommendations I make. I also do not charge based on the amount of your assets invested. REAL planning & advice.
Services: I provide conflict-free advice on all financial matters: retirement, taxes, investments, protection, estate preservation and anything else that impacts your life. We are structured to collaborate with you wherever you live-ANYWHERE in the U.S. or abroad. I am an advice-only, fee-only fiduciary: my compensation is 100% time-based customized to your situation-we do not charge based on a percentage of your assets.
Additional 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.