Matthew Etzler
Email: matt@etzlerfinancial.com
LinkedIn: http://www.linkedin.com/in/matthewretzler/
Experienced fiduciary financial planner with a strong foundation in consultative expertise and a robust track record. Highly proficient in leveraging technology to provide top-tier financial planning services to high-net-worth individuals and families nationwide. Deep understanding of qualified retirement plan services and best practices with a long record of serving plan sponsors and participants. Exceptional communication and interpersonal abilities honed through extensive interaction with a diverse clientele. Open to relocation.
Desired Position: Client-Facing Financial Advisor
Preferred Business Channel: Fee-Only RIA
Location: Red Bluff, CA
Preferred Work Location: Open to Relocation, Remote
Compensation Preference: Salary plus Bonus (Fixed and Variable)
Required Employer Benefits: None
Securities Licenses: Series 63
Insurance Licenses: None
Designations: CERTIFIED FINANCIAL PLANNER™ (CFP®), CRC, CRPS, ChFEBC, CFEI
Education Level: High School Diploma
Current Position: Lead or Senior Financial Planner
Years of Industry Experience: 10+
Number of Existing Client Households: 100
Planning Software Experience: eMoney