Eric Mattingly, CFP®, MBA - Financial Advisors in Tucson, Arizona

Eric Mattingly, CFP^®, MBA

Treiberg Wealth Management

3573 E Sunrise Dr
Suite 115

Tucson, AZ 85718
(520) 2320505

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

CRD#

5343116

Insurance License#

894743

Name of Broker/Dealer

LPL Financial

States Licensed in

AZ, IN, MN, CO, TX, FL, WA

Years of Experience in Financial Services

Number of Years with Current Firm

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

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

I can meet clients in the following ways

At my office, Via phone, Via email

Compliance

Registered Investment Advisor

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

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

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Hourly

Education

Bachelor's Degree - Engineering

Rose Hulman Institute of Technology
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

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