Larry Mathis, CFP® AIF®
Founder and CEO
Larry Mathis operates his personal financial planning practice in Phoenix, AZ with clients throughout the U.S. He is the author of several books, including “Bridging the Financial Gap for Dentists – What Every Dentist Should Know About Managing Money” as well as his latest “MOM WAS RIGHT – Family Tragedy to Financial Freedom, How a Widowed Mother of Seven Retired Debt Free”. Larry has spoken for numerous organizations, including the 3rd Annual Invest in Women conference, the American Association of Orthodontists, and the Arizona School of Dentistry & Oral Health at A.T. Still University.
Larry founded Mathis Wealth Management intent upon providing retirees and pre-retirees with comprehensive financial services based on each client’s unique hopes, needs and values. His comprehensive approach enables him to customize strategies for all aspects of a client’s financial life and weave the strategies into an integrated plan so all aspects work together efficiently.
A financial professional since 1987, Larry has the kind of in-depth knowledge that comes from over 30 years of experience. His credentials include a Bachelor of Science in AgriBusiness from Arizona State University and the elite designation of CERTIFIED FINANCIAL PLANNER™ professional (CFP®), which trained him to help clients with virtually all of their financial needs. As an Accredited Investment Fiduciary (AIF®), he has a fiduciary responsibility to work strictly in his clients’ best interests.
Larry is a native of Phoenix, and had served the community on the Board of Directors of With Child, Ltd., on the Finance Committee of Northwest Community Church, and as a Little League and junior high baseball coach for 20 years. He and his wife, Rhonda, have been married for 35 years and have three sons. His leisure activities include hunting, fishing and singing.