Matthew R. Etzler

CFP®, CRC®, CRPS®, ChFEBC℠

Etzler Financial Advisors, LLC

Financial Planner | Retirement Readiness Engineer

I can work with clients anywhere!

Matthew R. Etzler

CFP®, CRC®, CRPS®, ChFEBC℠

Etzler Financial Advisors, LLC

Financial Planner | Retirement Readiness Engineer

My conflict-free approach is designed to help build, protect, and carry on what’s important to you. I call it commitment. You’ll call it peace of mind. - Matthew R. Etzler, CFP®, CRC®, CRPS®, ChFEBC℠

It's your life and your money. We want to help you make the most of both.

Matthew R. Etzler is a Fee-Only Financial Planner located in Red Bluff, CA serving all surrounding areas such as Redding (Shasta), Chico (Butte), and Eureka (Humboldt) as well as clients Nationwide. Etzler Financial Advisors provides conflict-free guidance on all personal financial matters including retirement, taxes, investments, cash flow, estate preservation, and anything else that impacts one’s financial life. Matthew R. 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 30 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 designations:

  • Certified Financial Planner™ (CFP®)
  • Certified Retirement Counselor® (CRC®)
  • Chartered Retirement Plans Specialist (CRPS®)
  • Chartered Federal Employee Benefits Consultant (ChFEBC℠)
  • Licensed tax advisor

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 athletic organizations.

 

Professional Associations

  • National Association of Personal Financial Advisors
  • Financial Planning Association
  • Financial Therapy Association
  • National Association of Estate Planners & Councils
  • International Foundation for Retirement Education
  • National Financial Educators Council
  • Western Pension & Benefits Council

 

Matthew R. Etzler is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a 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.

The REAL question:

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 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 a small percentage of all financial advisors 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.

Comprehensive 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, risk 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 don't sell products.

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • Estate Preservation

Ideal Clients

  • Retirees and Near Retirees
  • Federal Government Employees
  • Medical Professionals
  • Retirement Plan Sponsors
  • Business Owners and Executives
  • Sudden Money Situations

Working Together

  • Complimentary Initial Consultation
  • No Product Sales
  • Virtual Meetings
  • In-Office Meetings
  • No Asset Requirement or Asset Charge
  • Flat Fee (Project or Subscription)

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    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.

  • Certified Retirement Counselor® (CRC®)
    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.

  • National Association of Personal Financial Advisors (NAPFA)
    Matthew Etzler is a NAPFA-Registered Financial Advisor

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

  • Financial Planning Association
    Matthew R. 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.

  • AEP - Accredited Estate Planner
    Matthew R. Etzler is a Member of the National Association of Estate Planners & Councils

    Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

  • Chartered Retirement Plans Specialist (CRPS)

    Matthew R. Etzler is a Chartered Retirement Plans Specialist® (CRPS®)

    Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

    All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

    Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

  • Chartered Federal Employee Benefits Consultant℠
    Matthew R. Etzler is a Chartered Federal Employee Benefits Consultant℠

    Advisors holding the ChFEBC℠ designation have been specifically trained in your Federal Benefits. These Federal Benefit Professionals complete extensive training and are required to stay up-to-date on the evolving Federal Government Benefits Programs. Chartered Federal Employee Benefits Consultants℠ have extensive knowledge about FERS, CSRS, and Special Provisions (LEO, FF, ATC, CBPO, MRT). They maintain “due diligence” when doing financial and retirement planning with federal employees and must also adhere to a Code of Ethics.

  • Financial Therapy Association
    Matthew R. Etzler is a member of The Financial Therapy Association (FTA)

    The Financial Therapy Association (FTA) is an organization comprised of professionals dedicated to the integration of cognitive, emotional, behavioral, relational, and financial aspects of well-being.

Contact Matthew R. Etzler

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Office Locations:

  • 2130 Main Street
    Suite B
    Red Bluff, CA 96080

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