Mathis Financial

About

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, A