Treiberg Wealth Management | Financial Advisor in Tucson ,AZ

3573 E Sunrise Dr
Suite 115
Tucson, AZ 85718
Phone: (520) 232-0505

About

With over 20 years of total work experience, 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 in your overall financial success.

Investments, taxes, insurance, estate planning: the list of
financial concerns and considerations facing you today is
seemingly endless. And there are no easy answers.

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, Idaho, Michigan, Florida.

10 Years of Experience



General Information
Firm Start Year:   2001
No.of Employees:   2-4
Insurance License#:   894743
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AZ, IN, MN, CO, MI, TX, FL, ID
Number of Years with Current Firm:   8
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 , Non-Profit Organizations , Individual Investors


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life
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 & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Flat Fee , Hourly


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

  • What are your qualifications? What is your education background? 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 is your approach to financial planning? 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.
  • What services do you offer? Fee-only asset management, retirement income planning, estate planning, long term care planning, life insurance planning.
  • How many clients do you currently manage? Our firm has approximately 150 clients.
  • Will you be the only person working with me? No, we work in a team environment with a well-trained staff.
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Eric Mattingly, CFP, MBA

Eric Mattingly, CFP, MBA

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

All States