Larry Mathis
Author - Speaker - Wealth Manager
- Role
- CEO at Mathis Wealth Management at Mathis Wealth Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Larry Mathis
Larry Mathis is an author, speaker, and the founder of Mathis Wealth Management, a…
Experience
CEO at Mathis Wealth Management
Jan 2001 — Present · Phoenix, AZ
Larry is the founder and CEO of Mathis Wealth Management, an independent financial planning and investment management firm. As an Accredited Investment Fiduciary (AIF®), Larry has a fiduciary obligation to work strictly in his clients’ best interests. The AIF® designation is earned only through a rigorous training program, an examination, as well as a code of ethics to act with honesty, integrity, and avoid conflicts of interest. Experience and CredentialsA financial professional since 1987, Larry has expertise that comes from three decades of working to help his clients pursue their goals. He holds a Bachelor of Science in AgriBusiness from Arizona State University. Larry also holds the elite designation of CERTIFIED FINANCIAL PLANNER™ professional (CFP®), awarded to experienced financial professionals who pass an examination and subscribe to a code of ethics. He holds himself to their high standards of integrity, objectivity, professionalism and confidentiality. PublicationsPassionate about writing and speaking, Larry\'s latest book is, Mom Was Right - Family Tragedy to Financial Freedom: How a Widowed Mother of Seven Retired Debt Free. He is also the author of Bridging the Financial Gap for Dentists – What Every Dentist Should Know About Managing Money, and Tools of the Cross - Walking With the Master Carpenter. He speaks nationally, educating audiences on how to maximize their return on their life and their wealth potential by living out their values. SpecialtiesAreas of specific expertise include comprehensive financial planning, financial advice, investment management, wealth management, 401(k) planning, estate planning, employee benefits and insurance planning, and cash management.DisclosuresLarry Mathis is Registered Principal offering Securities through United Planners Financial Services, Member FINRA/SIPC. Advisory Services offered through Mathis Wealth Management, a registered investment advisory firm not affiliated with United Planners.
Skills
- Disability Insurance
- Mutual Funds
- Writing
- Investment Management
- Personal Financial Planning
- Retirement Planning
- Public Speaking
- Life Insurance
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