Laura H. Mattia,  CFP<sup>&reg;</sup> - Financial Advisor

Laura H. Mattia, CFP®

Ph.D., MBA,

Partner

Stonegate Wealth Management, LLC.

3264 Walter Travis Drive
Sarasota, FL 34240
FINANCIAL ADVISOR'S WEBSITE
(941) 315-2102 x100

General

Laura Mattia is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Stonegate Wealth Management, LLC. in Sarasota, FL and the surrounding communities.

Financial Advisor Overview

Dr. Mattia is the author of the forthcoming book GENDER ON WALL STREET: UNCOVERING OPPORTUNITIES FOR WOMEN IN FINANCIAL SERVICES coming out spring 2018 from Palgrave Macmillan.

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Financial Advisor Experience

I abring unique qualifications and financial expertise: 1) I am a Finance Professor at Muma Business College, University of South Florida, Tampa - Developed Personal Financial Planning Degree Program - Academic Research: Gender Financial Literacy Gender Gap 2) I hold advanced Finance Degree and Certifications - PhD in Personal Financial Planning (Texas Tech University) - MBA in Accounting and Finance (Montclair State University) - Financial Planning Certificate (Fairleigh Dickinson University) - CFP Designation (CFP Board) 3) I have worked for thirty Years in Finance as Senior Financial Executive and an owner of a Fee-Only firm where I developed financial leadership experience - CFO/Controller/VP (M&M/Mars, Telcordia Technologies, Cendant, Geller and Company) - Principal/Partner of FEE-ONLY Firm in NYC metro area 4) I am a women’s advocate providing specific education and understanding through various venues acquired through experience and scientific research. 3) I am highly engaged in improving the standard in the financial services industry participating in leadership roles with the Financial Planning Association (FPA) and the National Association of Personal Financial Planners (NAPFA)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst, Certified Retirement Specialist

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources