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.
National Association of Personal Financial Advisors
Financial Therapy Association
National Association of Estate Planners & Councils
International Foundation for Retirement Education
National Financial Educators Council
Western Pension & Benefits Council
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. They encouraged their children 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 continues to sing on occasion and still 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. What's the significance of these scores? Good question! Matt is open to your suggestions or comments.
Early in his adult life, Matt moonlighted as a professional Disc Jockey. In fact, Matt's first dance with his wife Jill occurred at a party she hired him for! Now, 30+ years later... they're still dancing!
Matt has a history of 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... yes, really... seriously...
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. During the consultation, you will meet with a Certified Financial Planner™ professional to discuss what's 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 how we will help you and what to expect. And because we're fee-only fiduciary advisors, you can be assured that you will receive real advice and planning, never a sales pitch.
Why Choose Us
Matthew R. Etzler
819 Jefferson Street
Red Bluff, CA 96080
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