Mathis Financial, President
Phoenix, Arizona Area
- Current
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- President at Mathis Financial
- Past
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- Sales & Marketing at Ciba-Geigy Corporation
- Education
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- Arizona State University
- Connections
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81
connections
- Industry
- Financial Services
- Websites
Larry Mathis’s Summary
Larry Mathis is an Arizona native with a Bachelor of Science degree from Arizona State University. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and an active member of the Financial Planning Association.
During his 20-year career in the financial services industry, Larry has assisted scores of people including business-owners, physicians, dentists, and other professionals develop and implement their financial plans. He has an extensive background in financial planning, including investment management, estate planning, employee benefits and insurance planning, as well as cash management and debt elimination.
Larry is the founding principal of Mathis Financial, an independent financial services firm in Phoenix, AZ. His wealth of experience, plus an ongoing desire to help people identify and enjoy those things in their lives that are most important to them, continues to inspire Larry to impact the lives of others through the Values Based Financial Planning process.
"My goal is to simplify and improve the lives of people by inspiring them to implement financial strategies based upon what they value most in life."
Larry is the author of "BRIDGING THE FINANCIAL GAP FOR DENTISTS - What every dentist should know about managing money" and he is available for a multitude of speaking events. Larry has spoken for numerous dental organizations, including:
American Association of Orthodontists
Smart Practice/Smart Health
Arizona Dental Association
Christian Dental Society
Synergy Study Group
Larry Mathis is Registered Principal offering securities and Advisory Services through United Planners' Financial Services of America - A Limited Partnership - Member: FINRA, SIPC--------------------------------------------------------------------------------
Larry Mathis’s Specialties:
Personal Financial Planning, Investment Management, Speaking on Personal Finance
Larry Mathis’s Experience
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President
Mathis Financial
(Financial Services industry)
September 2004 — Present (5 years 4 months)
CERTIFIED FINANCIAL PLANNER™ professional
During his 20-year career in the financial services industry, Larry has assisted scores of people including business-owners, physicians, dentists, and other professionals develop and implement their financial plans. He has an extensive background in financial planning, including investment management, estate planning, employee benefits and insurance planning, as well as cash management and debt elimination. -
Sales & Marketing
Ciba-Geigy Corporation
(Chemicals industry)
1984 — 1989 (5 years )
Sales and markeitng in Agricultural Chemicals division. Territory was Arizona and Southern California.
Larry Mathis’s Education
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Arizona State University
BS , Agribusiness , 1981 — 1984
- Activities and Societies:
- Student Government
Larry Mathis’s Contact Settings
Interested In:
- expertise requests
- getting back in touch
