The 403(b)wise Fiduciary Advisor Directory

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Matthew R. Etzler, CFP®, CRC®, CRPS®, ChFEBC Etzler Financial Advisors, LLC

Matthew pledges to sign a fiduciary agreement with clients.

Photo of Matthew Etzler

The concept of retirement has evolved dramatically over the last fifty years. We're living longer, perhaps retiring earlier, and redefining what "retirement" represents. Benefit programs continue to change and you're increasingly responsible for providing your own income in retirement; a period of your life that may well last thirty years or more.

For more than 25 years, we have helped educators and other government employees plan for a more meaningful life and a successful retirement. We provide guidance on all personal financial matters including retirement, taxes, investments, cash flow, estate preservation, and anything else that impacts one’s financial life. We help to sort through the mass of information, misinformation, and confusion that may clutter your path so you can make informed decisions and avoid costly mistakes. We help you define the direction of your journey and achieve milestones, suggest changes in course when needed, and provide support for everything that life brings your way. Our conflict-free approach is designed to help you build, protect, and carry on what’s important. We call it commitment. You'll call it peace of mind.

Compensation

  • Hourly rate
  • Annual retainer
  • Flat fee for financial plan

Background

  • 28 years of financial experience
  • 28 years of financial planning or investment management for individuals
  • Firm has been in business for 13 years

Contact Information

PO Box 100
819 Jefferson St
Red Bluff, CA 96080-0100
877-389-5373
etzlerfinancial.com

Qualifications

Certifications

CFP #50696
CRD #1283701

Memberships

  • NAPFA
  • XYPN
  • FPA

Education

ADV

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