• About Matt

    A different kind of financial planner

  • The Professional Bio

    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.

     

    Professional Associations

    • 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

     

  • The "Not-So-Professional" Bio

    A native of Northern California, Matt grew up with an appreciation for family, community, and hard work. Matt's personal mission: Live a compelling vision, balance work and family, celebrate and have fun!

     

    Married to his best friend, Matt and Jill have three adult children that reside in Texas, Florida, and California. Their children were encouraged to spread their wings and fly... and fly they have!

     

    Math was Matt's least favorite subject in school. English was his favorite. Music was his passion. Matt stills sings on occasion and wonders, what if the Hokey Pokey is really what it's all about?

     

    Matt is an INTJ personality type (Myers-Briggs) and scored a 7-6-3-5 on the Kolbe Index.

     

    Early in his adult life, Matt moonlighted as a professional Disc Jockey. In fact, Matt's first dance with Jill occurred at a party she hired him for!

     

    When not pretending to be an aspiring mixologist, Matt pretends not to be a wine aficionado. All that matters is taste...

     

    Matt enjoys helping young women pursue success in the sport of fastpitch softball and in life. Character, not talent, determines one’s destiny. Talent will get you to first base, but character will get you home.

     

    While seemingly calm, cool, and conservative on the outside, Matt once had a wild side. No kidding... really...

     

  • Professional Associations

  • Entering into an advisory relationship is an important decision that has significant lifelong implications. For this reason, we offer a no-charge, no-obligation introductory consultation in person, by phone, or online. During the consultation, you will meet with a seasoned Certified Financial Planner™ to discuss what is important to you. If we're in a position to help you and we're a good fit, we'll provide you with a written proposal that outlines what you can expect from our relationship. And because we're fee-only fiduciary advisors, you can be assured that you will receive 1) real advice and planning, never a sales pitch; 2) a prudent process; and 3) a holistic approach to your situation.

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