Eric Mattingly, CFP®
CERTIFIED FINANCIAL PLANNERâ„¢
MY BACKGROUND AND WHAT BROUGHT ME HERE…
As a teenager, my dad and I purchased our first stock together, sparking my interest in markets, analysis, and finance. That interest led me into engineering before I eventually transitioned to a career as a financial advisor. I'm passionate about helping my clients achieve their financial goals and find no greater professional achievement than knowing that I have helped them realize their dreams.
OUTSIDE THE OFFICE…
I enjoy anything that gets my blood pumping a little faster when I'm not working. I love hiking, and skiing, and recently started mountain biking the gnarly desert landscape around Tucson. I also try to include my two nearly adult kids whenever possible to nurture a sense of adventure in them as well.
A FEW UNIQUE FACTS ABOUT ME…
One of my bucket list items is skiing a mountain in Alaska after being dropped off by a helicopter.
I'm also a music lover and recently began learning how to read music and play guitar.
PROFESSIONAL FACTS…
As a Certified Financial Planner™ (CFP®) and holder of Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses, I'm committed to staying up-to-date on industry trends and providing my clients with the highest level of expertise. I hold a B.S. and M.S. in Electrical Engineering, as well as an M.B.A. in Business Administration and Finance. I'm also a member of the Financial Planning Association® (FPA®) and hold an Arizona Insurance License.
I take a total wealth management approach to help my clients work towards their financial goals. Whether it's retirement planning, investment management, tax planning, insurance, or estate planning, I believe in managing all aspects of my clients' financial lives collectively to help them achieve their objectives.
Attainment of the CFP® designation demonstrates understanding of the CFP Board’s high level of competency, ethics and professionalism. Because they are held to a fiduciary standard of care when providing financial planning services.
1 Series 7 is held with LPL Financial and the Series 66 is held with LPL Financial and Treiberg Wealth Management.