Featured Business Financial Advisor in Tucson, AZ
Tucson Financial Advisors
Treiberg Wealth Management
3573 E Sunrise Dr, Suite 115
Tucson, AZ 85718
(520) 232-0505
Advisor Profile
Eric Mattingly, CFP, MBA
Name:  Eric Mattingly, CFP, MBA
Phone Number:  (520) 232-0505
Website:  Visit Website

About Treiberg Wealth Management

I am in the business of helping my clients work towards their financial goals. I do this by using a total wealth management approach.

Each area is important individually, but managing them all collectively is one of the most important considerations Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers in your overall financial success.

My approach may help you invest conservatively, reduce your exposure to taxes, address your insurance needs and provide a plan to transfer your wealth to your children and grandchildren.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Arizona, Indiana, Minnesota,Colorado, Texas, Florida.
 

General Information

States Willing to do Business in:    All States
Name of Broker/Dealer:    LPL Financial
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    894743
Number of Years with Current Firm:    10
States Licensed in:    AZ, IN, MN, CO, TX, FL, WA
Work Experience:    After 13 years in a corporate position here in Tucson, I decided to pursue my own practice. After eight years, I couldn't be happier that I made that decision. My life experiences are far and wide and provide a solid basis from which to advise my clients in their financial affairs.
CRD#:    5343116
Gender:    Male
Years of Experience in Financial Services:    12
 

Education

Academic Background
 
BS, Rose Hulman Institute of Technology, 1993 MS, University of Southern California, 1997 MBA, University of Arizona, 2001
 

Services

I can meet clients in the following ways:    Via email, Via phone, At my office
Investment Types:    Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Securities Licenses:    Series 7, Series 66
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Compliance

Investment Advisor Representative:    Yes
Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee Only
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee
 
 
 
 
 
Yellow Pages - RothIra.org 2020 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved