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Matthew R. Etzler CFP®, CRC®, CRPS®

Independent Fiduciary Advisor | Retirement Plan Consultant | Retirement Readiness Engineer

Etzler Financial Advisors, LLC
MANAGING MEMBER

Red Bluff

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
  • Accounting & Tax
    • -Tax Advice
  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

Fund Assets in Fund
Dodge & Cox Income Fund <$1M
Homestead Value Fund <$1M
Dreyfus Midcap Index Fund, Inc <$1M
ProShares UltraPro QQQ <$1M
Vanguard Short-Term Investment-Grade Fund <$1M
Lazard International Equity Portfolio <$1M
Fidelity NASDAQ Composite Index Fund <$1M
GE Instl Premier Growth Equity Fund <$1M
Vanguard Large-Cap Index Fund <$1M
Vanguard Tax-Managed Capital Appreciation Fund <$1M
Vanguard US Value Fund <$1M
Baird Aggregate Bond Fund <$1M
Baird Core Plus Bond Fund <$1M
Vanguard Value Index Fund <$1M
Dodge & Cox International Stock Fund <$1M
Vanguard Windsor II Fund <$1M
Vanguard Equity Income Fund <$1M
Harding Loevner International Equity Portfolio <$1M
PowerShares FTSE RAFI US 1000 Portfolio <$1M
Federated Institutional High Yield Bond Fund <$1M
Vanguard Growth Index Fund <$1M
Schwab Fundamental US Large Company Index Fund <$1M
Delaware Value Fund <$1M
First Trust NASDAQ-100 Ex-Technology Sector Index Fund <$1M
Lord Abbett Short Duration Income Fund <$1M
PIMCO Income Fund <$1M
Metropolitan West Total Return Bond Fund <$1M
Vanguard Intermediate-Term Bond Index Fund <$1M
Vanguard Small-Cap Growth Index Fund <$1M
Vanguard Small-Cap Value Index Fund <$1M
Prudential Short-Term Corporate Bond Fund, Inc <$1M
JPMorgan Core Plus Bond Fund <$1M
Salient International Dividend Signal Fund <$1M
TIAA-CREF Mid-Cap Value Fund <$1M
Dreyfus/The Boston Company Small/Mid Cap Growth Fund <$1M
American Century Mid Cap Value Fund <$1M
Artisan International Fund <$1M
Vanguard Small-Cap Index Fund <$1M
Brown Capital Management Small Company Fund <$1M
Vanguard Developed Markets Index Fund <$1M
Victory INCORE Fund for Income <$1M
John Hancock Bond Fund <$1M
Vanguard Total Stock Market Index Fund <$1M

    Firm Client types

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Etzler Financial Advisors, LLC 14 years, 8 months Jan 2005 - Present
    Etzler Financial Advisors, LLC 14 years, 8 months Jan 2005 - Present
    Etzler Financial Services 3 years, 5 months Aug 2001 - Jan 2005

    Designations & Memberships

    • American Association of Individual Investors
      Membership
      American Association of Individual Investors
      The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financial planning, and retirement accounts.
    • Financial Planning Association
      Membership
      Financial Planning Association
      The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
    • National Association of Personal Financial Advisors
      Membership
      National Association of Personal Financial Advisors
      NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
    • XY Planning Network
      Membership
      XY Planning Network
      The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
    • Certified Financial Planner
      Designation
      Certified Financial Planner
      A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
    • Certified Retirement Counselor
      Designation
      Certified Retirement Counselor
      Bachelors degree or equivalent with two years relevant professional experience (within the past five years) or high school diploma or equivalent with five years relevant professional experience (within the past seven years); Passing a background check.
    • Chartered Federal Employee Benefits Consultant
      Designation
      Chartered Federal Employee Benefits Consultant
      A prestigious designation for Financial Advisors, CPAs, Attorneys, and certain employees of the Federal Government, who have successfully completed an intensive training course and passed a rigorous examination covering all federal employee benefits.
    • Chartered Retirement Plans Specialist
      Designation
      Chartered Retirement Plans Specialist
      The CRPS Program is specifically targeted at professionals who design, install, and maintain retirement plans for the business community.

    Articles and Answers

    Insights by Matthew Etzler

    A Wake Up Call for Retirement Plan Sponsors
    Published 2017-07-17 12:41:59
      *Articles are published by advisors without compensation.

      Answers

      Ask a financial questionAsk a question
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      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Nov 7, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Dec 2, 2014
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Etzler Financial Advisors, LLC

      Last updated on May 17, 2017
        • $21.7M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 261
          Accounts
        • $83.1K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements