Matthew R. Etzler| CFP®, CRC®, CRPS®, ChFEBC
Etzler Financial Advisors, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Red Bluff, CA 96080
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Matthew Etzler is a Fee-Only Financial Planner located in Red Bluff, CA serving all surrounding areas such as Redding, Chico, and Eureka as well as clients Nationwide. Etzler Financial Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Matthew Etzler is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Matthew R. Etzler (Matt) is founder and Managing Member of Etzler Financial Advisors, LLC. For more than 25 years, Matt has helped to shape the well-being of others by providing seasoned guidance and solutions.
Matt values education as a way to better serve others and has earned the following:
Certified Financial Planner™ (CFP®)
Certified Retirement Counselor® (CRC®)
Chartered Retirement Plans Specialist (CRPS®)
Chartered Federal Employee Benefits Consultant (ChFEBC℠)
Licensed tax advisor
Matt has been awarded the highest, Five-Star Fiduciary Advisor rating by the Paladin Registry, a service that documents and validates the credentials of high quality financial professionals who rank in the top 10% of the profession. Matt is also one of only a few advisors in the nation admitted to the 403(b)wise Advisor Directory; an education and advocacy site dedicated to providing quality, objective advice to 403(b) participants.
Matt’s dedication as a professional advisor carries over to the community as well. Over the years, his leadership has touched a number of community organizations including service as a governing member for school districts, an arts council, county fair, city commission, and youth athletic organizations.
Financial Planning Association (FPA)
National Association of Personal Financial Advisors (NAPFA)
XY Planning Network (XYPN)
International Foundation for Retirement Education (InFRE)
Western Pension & Benefits Council
We live in uncertain and rapidly changing times, things can be complex, and it has never made more sense to seek professional financial advice
What kind of advice do you need and who can best provide it?
On the surface, all financial "advisors" tend to look the same, sound the same, and have similar titles. However, a closer look will reveal differences that can significantly impact your bottom line and be the determining factor of reaching your goals, or not
Etzler Financial Advisors was founded by Matthew R. Etzler based on the principle that consumers are best served by conflict-free financial advisors. We provide objective advice on all personal financial matters; we don’t sell financial products nor do we have any conflicts of interest
Only 9% of all financial advisors in the U.S. act exclusively as a fee-only fiduciary. We are proud to be included in this select group of professionals that put client interests first – the way that it should be
Holistic approach to financial advice
With your goals and objectives as our central focus, we develop a broad perspective that helps you succeed by pulling everything together — cash flow management, taxes, investments, retirement, and estate preservation
True integration and REAL financial planning
You are the focus of the relationship and your needs and objectives drive the process, not the sale of a product
We help sort through the mass of information, misinformation, and confusion that clutters your path to help you make informed decisions and avoid costly mistakes along the way
Our independent, conflict-free approach is designed to serve you better; help to build, protect, and carry on what’s important
We call it commitment. You will call it peace of mind