About Mathis Financial
Larry L. Mathis, CFP®
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
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Connect with us
Contact Mathis Financial using the information provided on Contact Us » page. Connect with us on LinkedIn ». You may also call us at at 602.393.0501 or 800.817.9406 .
