General Info

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: