CFP®, CRC®, CRPS®, ChFEBC
Etzler Financial Advisors, LLC
It's your life and your money. We want to help you make the most of both.
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
Matthew Etzler 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
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Matthew Etzler 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.
Matthew Etzler 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.
Matthew Etzler 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.
Matthew Etzler is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Matthew Etzler is a Certified Retirement Counselor® (CRC®)
The Certified Retirement Counselor® (CRC) certification is independently accredited by the National Commission for Certifying Agencies (NCCA). Of over 100 financial designations, the CRC® is one of only a very few retirement and financial planning-related certifications independently accredited by the NCCA.
Contact Matthew Etzler
819 Jefferson St
Red Bluff, CA 96080