Laura Mattia (CFP®, MBA, PhD)

Laura Mattia focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Laura H. Mattia, Ph.D., MBA, CFP®, CRPS®, CDFA ™ NAPFA-Registered Financial Advisor is also a University Professor at Muma College of Business, University of South Florida and Founder of Women’s Money Empowerment Network™ , a community of women engaged in mastering money systems and processes to improve their lives. The network provides education to women overall and support and mentorship to female financial advisers. Laura’s financial expertise is a unique combination of advanced financial degrees and certifications, and over 30 years of financial leadership experience as a CFO/Controller for fortune 500 companies, Wall Street firms, and individuals preparing for retirement, and as a finance professor.

Dr. Mattia's research is on Women and Money.  She is the internet radio show host of Women’s Money Empowerment Network™ with Dr. Laura Mattia and the author of WoMEN™. Her workshops, focus on teaching women how to make effective financial decisions.  She is nationally recognized as a women’s advocate and educator within the profession and was recognized as a Sarasota-Manatee Biz (941) Women of Influence and a Sarasota Five Star Wealth Manager. Laura has also been named one of the Best 50 Women in Business by NJBIZ and received the Women’s Choice Award® for Financial Advisors, a premier recognition award for advisors who provide quality service to their female clients.

Additional Information

Laura is on the board of the FPA Suncoast Chapter, host of the FPA Women’s Initiative and advocate for the CFP® Board women’s initiative. She is the assistant treasurer of the Pine View School, on the Sarasota Chamber and is a volunteer at the Sarasota Safe Place and Rape Crisis Center (SPARCC). Laura continues to provide leadership and pro-bono efforts to the FPA (Financial Planning Association) and NAPFA (National Association of Personal Financial Advisors) to promote financial literacy and encourage all financial advisors to adhere to a higher standard.

Laura received a Ph.D. in Personal Financial Planning from Texas Tech University and a Masters in Business Administration with a concentration in Accounting/Finance and Bachelor of Arts degree in Psychology from Montclair State University. Before her affiliation with Cumberland Advisors, Laura was a partner at the Baron Financial Group in Fairlawn, NJ.  Prior to working in personal finance she held various corporate finance executive positions as CFO/Controller at M&M/Mars in Hackettstown, NJ, Telcordia Technologies in Red Bank, NJ, Cendant Corp in Parsippany, NJ and Geller and Company, NY, NY.

NAPFA Start Date

January 08, 2008

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This Office

1990 Main St Ste 750 Sarasota, FL 34236-8000 Phone: (941) 315-2101 ext 100