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

EDUCATION & CERTIFICATION

  • Texas Tech University, Ph.D., Personal Financial Planning  
  • Montclair State University, MBA, Accounting and Finance
  • Montclair State University, B.S., Psychology
  • Certified Financial Planner (CFP®)
  • Certified Divorce Financial Analyst (CDFA®)

PLANNING SPECIALTIES

  • Managing Investment Risk
  • Retirment Issues - When to take Social Security, reducing premiums on Medicare Part B and D, How to take create an Income Stream in retirement, how to manage Taxes
  • Navigating Transition - Retirement, Loss of Loved One, Life after Divorce, Relocation, Selling a Business, Sudden Money

Additional Information

Dr. Mattia moved from New York city metro area in 2014.  A former CFO and advisor to top CEO's, Dr. Laura Mattia is passionate about influencing positive change in the financial industry and the need for competent and ethical advice.  Dr. Mattia teaches CFP’s how to create financial plans as fiduciaries at Texas Tech University and recently spent several years creating a new CFP registered program at the Muma Business College, University of South Florida in Tampa.

Though today Dr. Mattia is a visionary financial advisor, educator, speaker and author, her career journey was a circuitous one. After earning a B.S. in psychology with the intention of pursuing a career in counseling, she went on to obtain an MBA in accounting and finance, later accepting a position in the corporate world. As she tells it, it was this experience that ultimately served as the inspiration for her current area of focus:

“I worked for many years as a corporate executive. I really wanted to work in the helping profession with individuals. Though I had strayed from that dream, as a senor executive I had the opportunity to help management and others with their personal financial questions. I found that I really enjoyed it much more than advising on the businesses themselves. So, I went back to school and got my CFP® so I could focus on individuals.”

Dr. Mattia is the author of the book  "Gender On Wall Street: Uncovering Opportunities For Women In Financial Services" published June 2018 by Palgrave Macmillan and has published many academic and nonacademic financial papers. She is also the creator and the director of the Women’s Money Empowerment program at the Women’s Resource Center (WRC), a not-for-profit and she serves as a board member of the Suncoast Financial Planning Association (FPA). 

NAPFA Start Date

January 08, 2008

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This Office

2201 Cantu Ct Ste 116 A Sarasota, FL 34232 Phone: (941) 879-9290