Laura Mattia

Ph.D, MBA, CFP®, CDFA®, CRPS®

Women’s Money Empowerment Network

Financial Advisor

Laura Mattia

Ph.D, MBA, CFP®, CDFA®, CRPS®

Women’s Money Empowerment Network

Financial Advisor

My Mission is to positively prepare, inform and advocate for women to be successful within the financial services organizations. - Laura Mattia, Ph.D, MBA, CFP®, CDFA®, CRPS®

Fee-Only Financial Advisor serving the Sarasota, FL area.

Laura Mattia is a Sarasota, FL fee-only financial planner providing comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Laura Mattia is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Dr. Laura Mattia, MBA, CFP®, CRPS®, CDFA ™ is a professor, researcher, author and adviser. She is the author of the forthcoming book "Gender On Wall Street: Uncovering Opportunities for Women in Financial Services" coming out May 2018 from Palgrave Macmillan.

Dr. Mattia’s financial expertise is a unique combination of advanced financial degrees and certifications, and over 30 years of financial leadership experience as a CFO/Controller for fortune 500 companies, Wall Street firms, and individuals preparing for retirement, and as a Finance Professor at University of South Florida and Rutgers University. She is the program director and professor of a newly created Personal Financial Planning Program at Muma College of Business, University of South Florida where she has created a degree to train a new breed of competent and ethical financial advisors. She is a member of the Financial Planning Association and a board member of her local chapter. She is also a member of the National Association of Personal Financial Advisors (NAPFA).

Dr. Mattia received her Ph.D. in Personal Financial Planning from Texas Tech University, a Masters in Business Administration in Accounting/Finance and a Bachelor of Arts degree in Psychology from Montclair State University.

Laura Mattia is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

My Mission:
To positively prepare, inform and advocate for women to be successful within the financial services organizations.

I believe people need competent, responsible and ethical advice given in their best interest. They need guidance from a fiduciary. The emerging financial planning profession is paving the way to deliver fiduciary advice but the traditional financial services industry (and their lobbyist) are fighting it. This is why I support the Fee-Only (not fee-based) movement and NAPFA where all advisors are fiduciaries.

I believe the vision of the financial planning profession where all planners are fiduciaries will evolve from a new breed of financial advisor who has studied the financial planning body of knowledge, preferably from a Business College within a University and sat for the CFP exam - similar to how students become CPA’s. This is why I created a new degreed program at Muma College of Business at University of South Florida to train this new breed of competent and ethical advisors.

I believe the financial planning profession will better serve the community if more women participate. Although the industry is making efforts to include women, the women themselves need support, advocacy and encouragement to push through and circumvent the existing gender-challenges. This is why I created WoMEN workshops, WoMEN Advocacy Circle programs and wrote Gender On Wallstreet: Uncovering Opportunities for Women in Financial Services, to help women in financial services consciously engage in their career to achieve success.

I believe all women must engage in their financial lives since participation can improve the quality of their life and the quality of their relationships. This is why I promote education at places such as the Women’s Resource Center in Sarasota, Florida and why I encourage female financial planners to work with women by showcasing their work with the Women’s Money Empowerment Network podcast.

I believe money is the final source of power and inequity. I am calling for a fourth wave of the women’s movement to encourage all women to gain control over money. Helping women to live their lives without worry and on their own terms is a goal for us all to strive for! Please join the calling.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Laura Mattia is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Laura Mattia is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Laura Mattia is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Divorce Financial Analyst
    Laura Mattia is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

Contact Laura Mattia

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Office Locations:

  • 1990 Main St
    Suite 750
    Sarasota, FL 34236

A Call to All Women to Claim Your Financial Power!

Published on Oct 31, 2016

A Call to All Women to Claim Your Financial Power! Laura Mattia-October 2016

Financial Advisers are not required to give you their best advice.

Published on Jun 2, 2016

That means it doesn’t matter if the adviser benefits more than you do, as long as the advice is generally “okay”, but is suitability really good enough? Did you like the restaurant you went to last night? Meh, it was suitable. How did your surgery go? Okay, the doctor was suitable.

Laura Video 3

Published on Mar 4, 2016

Laura Video 1

Published on Mar 4, 2016

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