Matthew Etzler, CFP®, CRPS®, CRC®,
Red Bluff, California, 96080
Member Since 2005
Our role is simple - to help our clients lead more fulfilling lives. Whether you are planning for retirement or already retired, we provide peace of mind so you can focus on doing the things you really want to do. Regardless of the size of your portfolio or estate, we will always, without conflict, place your interests first.
My Location
Background Information
Years of Financial Experience
- 21
Education
- College for Financial Planning
Certifications and Designations
- CFP®
- CRPS®
- CRC®,
Association Memberships
- Financial Planning Association
- Intl Foundation for Retirement Education
- Institute for Divorce Financial Analysts
- Society for Human Resource Managers
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Types of Financial Reports
- Market Environment Report (Quarterly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them monthly, quarterly, semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 134022
- Securities Registrations: Series 63
- Insurance Licenses: Hold California insurance licenses for advisory purposes only. Do not sell insurance products.
Company Names
- Registered Investment Advisor: Etzler Financial Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- California
Planning Services
- Financial Planning, Retirement, Hourly, Current Review, Employee education
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing
Visit Website - http://www.etzlerfinancial.com
