Matthew R. Etzler
Certified Financial Planner™, Certified Retirement Counselor®, Chartered Retirement Plans Specialist℠, Chartered Federal Employee Benefits Consultant℠, Certified Financial Education Instructor℠
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, Tennessee, 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?
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.
The Professional Bio
Matt is founder of Etzler Financial Advisors, LLC and for more than 30 years, 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℠)
- Certified Financial Education Instructor℠ (CFEI®)
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 both an elementary and secondary school district, an arts council, county fair, city commission, and various youth organizations.
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.