wiseradvisor

Eric Mattingly, CFP®, CERTIFIED FINANCIAL PLANNER" Certificant, MBA
Treiberg Wealth Management

Tel: 520-232-0505
3573 E Sunrise Dr
Suite 115
Tucson, AZ 85718
Treiberg Wealth Management | Financial Advisor in Tucson ,AZ

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

Firm Start Year:   2001
No.of Employees:   5-9
Gender:   Male
Insurance License#:   894743
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AZ, IN, MN, CO, TX, FL, WA
Number of Years with Current Firm:   10
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.
I work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity


Compliance

Registered Representative:   Yes
Investment Advisor 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:   Flat Fee, Hourly, Based on Assets


Education

Bachelor's Degree - Engineering  Rose Hulman Institute of Technology - Terre Haute, Indiana
September 1989-May 1993

Master's Degree - Engineering  University of Southern California
September 1995-May 1997

MBA - Finance & Strategy  University of Arizona
August 1999-August 2001



Faqs

  • Why should I choose you as my financial advisor? I have a bachelor's degree and two graduate degrees. As a CERTIFIED FINANCIAL PLANNER™, I am held to high ethical standards and have demonstrated the competence to assist my clients in all their financial planning needs. A CFP® practitioner adheres to certain practice standards which assure clients that they are receiving professional financial advice based on the recognized norms of the industry.
  • What are your qualifications? What is your education background? I seek a lasting relationship with my clients that is founded on increasing trust that I will always act in their best interests. I invest my client's assets in a manner which is consistent with their risk tolerance, time horizon, and purpose for those assets.
  • How do you charge for your services? Fee-only asset management, retirement income planning, estate planning, long term care planning, life insurance planning.
  • How are you compensated? How will I pay for your services? Our firm has approximately 150 clients.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? No, we work in a team environment with a well-trained staff.
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Eric Mattingly

Eric Mattingly

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant, MBA

Communities Served

All States