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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

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.
 

General Information

Gender:    Male
CRD#:    5343116
Insurance License#:    894743
Name of Broker/Dealer:    LPL Financial
States Licensed in:    AZ, IN, MN, CO, MI, TX, FL, ID
States Willing to do Business in:    All States
Years of Experience in Financial Services:    10
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
 

Education

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

Services

Investment Types:    Insurance, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Annuities, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

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

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:    Hourly, Flat Fee, Based on Assets
 
 
 
Prepared By: Eric Mattingly, CFP, MBA

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