Matthew R. Etzler, CFP®, CRC®, CRPS®, ChFEBC℠
Matthew R. Etzler, CFP®, CRC®, CRPS®, ChFEBC℠

Matthew R. Etzler, CFP®, CRC®, CRPS®, ChFEBC℠

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Service type

Responds in about 2 hours

Introduction
Worried about money or your ability to reach your financial goals? Concerned you're paying too much in taxes? Wondering if your resources will support the lifestyle you want? For more than 30 years, I've helped people to make the most of their life and their money by providing seasoned guidance and solutions. I provide conflict-free advice on all personal financial matters including retirement, taxes, investments, cash flow, risk management, estate preservation and anything else that impacts your life. I sort through the mass of information, misinformation, and confusion to help you make informed decisions and avoid costly mistakes. My role is to 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. My services are available by the project or on a subscription basis. I am advice-only: I provide personalized financial guidance without the worry of a sales pitch or conflicted advice. Only a small percentage of all financial advisors in the U.S. act exclusively as a advice-only, fee-only fiduciary. I’m proud to be included in the select group of professionals that put client interests first – the way that it should be. My conflict-free and sales-free approach isn't about investment returns or the sale of a product - it's about quality of life. It's about making dreams real. It's about making life more. Using advanced technology tools, we are structured to collaborate with you whether local or thousands of miles away. My independent, conflict-free approach is designed to help you build, protect, and carry on what’s important. I call it commitment. You'll call it peace of mind. Entering into an advisory relationship is an important decision that has significant lifelong implications. For this reason, I offer a no-charge, no-obligation introductory consultation. It's your life and your money. I want to help you make the most of both.
Overview

Hired 3 times

Serves Red Bluff, CA

Background checked

License verified

3 employees

35 years in business

Payment methods

This pro accepts payments via Check, Credit card, and PayPal.

Social media

Facebook, Instagram

Featured Projects

6 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and punctuality.

Exceptional 5.0

5 reviews

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Scott B.
Mar 13, 2018
Matt has completely reorganized our investment strategy based on a thorough, personalized review of our goals and risk strategy. He is detail oriented and totally focused on our needs and wants in retirement. The best thing we have gained is peace of mind in a very troubled financial environment. Plus he is fun to work with and offers tremendous value for what we receive. Look no further than Matt Etzler for a trusted advisor and life/financial planner!
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Daniel B.
Apr 12, 2019
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Hired on Thumbtack

Hired on Thumbtack

Matthew responded to my needs quickly and with professionalism.
Personal Financial Planning
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Ruth C.
Mar 13, 2018
Matt is very easy to work with. He listens to what you want to achieve in your investment and gives helpful advise without being pushy!
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Doreen F.
Mar 24, 2018
Matt is very thorough and went above and beyond to help me achieve and exceed my goals. It is a pleasure to work with Matt. He's professional, has attention to detail and is very easy to work with. I highly recommend Matt.
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TIM W.
Apr 23, 2018
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Hired on Thumbtack

Hired on Thumbtack

Personal Financial Planning
Credentials
License

License Type: Investment Advisor (CA)

License

License Type: Investment Advisor (CA)

Background Check

Matthew Etzler

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