Matthew R. Etzler,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew R. Etzler, CFP®

CRC® CRPS®

Managing Member

Etzler Financial Advisors, LLC

2130 Main Street, Suite B
Red Bluff, CA 96080
FINANCIAL ADVISOR'S WEBSITE
(877) 389-5373
(530) 777-2030
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General

Matthew Etzler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Etzler Financial Advisors, LLC in Red Bluff, CA and the surrounding communities.

Financial Advisor Overview

Matthew R. (Matt) Etzler is founder and Managing Member of Etzler Financial Advisors, LLC, an independent, fee-only financial advisory firm.

A native of Northern California, Matt grew up with an appreciation for family, community, and hard work. Matt is passionate about helping people achieve financial success and avoid costly mistakes along the way. Financial planning is about quality of life, not investment returns. As a caring, objective advisor, Matt brings organization, discipline, accountability and support to the planning and financial management process.

Matt values education as a way to promote professional excellence and often attends meetings and academic courses throughout the country to better serve his clients. Matt has earned the following industry accreditations:

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



Matt's dedication as a professional advisor carries over to the community. Over the years, his leadership has touched a number of community organizations. He has served on governing boards for school districts, arts organizations, fair organizations, a city parks and recreation commission and youth athletic organizations.

Matt started his own advisory firm (Etzler Financial Advisors, LLC) because he recognized the need for personalized, objective, and expert advice on personal financial matters. Conflicts of interest are rampant in the financial services industry and everyone seems to have an affiliation or obligation tied to a bank, brokerage or agency. That’s why he built a financial advisory firm that doesn’t sell any products, only advice, and makes sure clients always know how much they’re paying, and what they’re getting in return. Matt’s independence allows maximum flexibility to pursue the optimal solutions for his clients. It’s your life and your money. Matt wants to help you make the most of both.

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Financial Advisor Experience

For more than 30 years, Matthew R. Etzler (Matt) has helped to shape the well-being of others by providing seasoned guidance and solutions.

Matt honors his fiduciary role and responsibility in helping individuals and families achieve lifelong financial success; help to plan their journeys and achieve milestones, change course when needed, and provide support for everything that life brings their way. It’s always about putting the clients’ interests first – the way that it should be.


Matt believes that the foundation of a better advisory experience is a passionate commitment to make a difference in the lives of people. His independent, conflict-free approach is designed to serve clients better; his objectivity and ability to seek the best solution is never compromised by the influence or constraints of some affiliate company. In short, Matt is completely free to help clients build, protect, and carry on what’s important — today, tomorrow, and for years to come. Matt calls it commitment. His clients call it peace of mind.

Matt is the ideal choice for those who want truly objective advice from an experienced financial professional. Matt offers an introductory consultation to become acquainted. To schedule an appointment, click here >>

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)
  • Other - Chartered Retirement Plans Specialist (CRPS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Government & Military, Employee Benefits, Mutual Funds, Retirement, Life Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources