Larry Mathis Email & Phone Number

Larry Mathis is an author, speaker, and the founder of Mathis Wealth Management, a full-service financial planning firm based in Phoenix, Arizona. Larry created Mathis Wealth Management with the goal of providing comprehensive financial planning with an unbiased and independent perspective. Larry is the author of "Bridging the Financial Gap for Dentists." You can preview Larry's latest book at www.MomWasRightBook.com. Available on Amazon Larry works closely with clients from diverse backgrounds, including many professionals such as physicians, dental professionals, attorneys, corporate executives, and business owners. Many of Larry’s clients are women, often divorced or widowed. Larry’s clients reside across the United States, though many live in the greater Phoenix area.Larry's mother raised him, along with his brother and five sisters, after his father died at the age of 37. He understands firsthand the impact financial stress has upon a family and how successful financial planning can help a family reach their goals together. He strives to help women like his mother, who depend upon honest advice to make educated decisions about their family’s finances. After college, Larry wed his high school sweetheart, Rhonda, and they are happily married after 31 years. Together they have three sons, Trent, Jared, and Cameron. Passionate about being a supportive father and husband, he enjoys spending time with his family and traveling together. Larry coached Little League and junior high baseball at Northwest Christian School for a combined 21 years. Larry volunteers as a Certified Little League Umpire. The role allows him to participate in a game he loves while being a positive influence in the lives of children. Fun FactsHometown: Phoenix, ArizonaHobbies: Volunteering as a Certified Little League Umpire and SingingFavorite Quote: “Simplicity is the ultimate sophistication.” - Leonardo Da VinciOutdoor Adventures: Fishing, hiking, and huntingLarry Mathis is a Registered Principal offering Securities through United Planners Financial Services - Member: FINRA, SIPC. Advisory Services offered through Mathis Wealth Management, a registered investment advisory firm not affiliated with United Planners.

Listed skills include Investment Management, Life Insurance, Disability Insurance, Public Speaking, and 4 others.

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  Ceo At Mathis Wealth Management

  Mathis Wealth Management

  2001 - Present - Phoenix, Az

  Larry is the founder and CEO of Mathis Wealth Management, an independent financial planning and investment management firm. As an Accredited Investment Fiduciary (AIF®), Larry has a fiduciary obligation to work strictly in his clients’ best interests. The AIF® designation is earned only through a rigorous training program, an examination, as well as a code of ethics to act with honesty, integrity, and avoid conflicts of interest. Experience and CredentialsA financial professional since 1987, Larry has expertise that comes from three decades of working to help his clients pursue their goals. He holds a Bachelor of Science in AgriBusiness from Arizona State University. Larry also holds the elite designation of CERTIFIED FINANCIAL PLANNER™ professional (CFP®), awarded to experienced financial professionals who pass an examination and subscribe to a code of ethics. He holds himself to their high standards of integrity, objectivity, professionalism and confidentiality. PublicationsPassionate about writing and speaking, Larry's latest book is, Mom Was Right - Family Tragedy to Financial Freedom: How a Widowed Mother of Seven Retired Debt Free. He is also the author of Bridging the Financial Gap for Dentists – What Every Dentist Should Know About Managing Money, and Tools of the Cross - Walking With the Master Carpenter. He speaks nationally, educating audiences on how to maximize their return on their life and their wealth potential by living out their values. SpecialtiesAreas of specific expertise include comprehensive financial planning, financial advice, investment management, wealth management, 401(k) planning, estate planning, employee benefits and insurance planning, and cash management.DisclosuresLarry Mathis is Registered Principal offering Securities through United Planners Financial Services, Member FINRA/SIPC. Advisory Services offered through Mathis Wealth Management, a registered investment advisory firm not affiliated with United Planners.