Laura Mattia

Laura Mattia helps individuals and families make life’s biggest financial choices with confidence and clarity. Using a scientifically informed, values-based approach, she helps clients align retirement, investments, taxes, estate considerations, and life goals into a coordinated strategy designed to support the life they want to live.

As a fiduciary, Laura is committed to putting her clients’ interests first and providing objective guidance aligned with their goals, values, and long-term priorities. Clients work directly with Laura and a second CFP® professional who is familiar with their financial plan, goals, and family circumstances to ensure every client receives continuity, thoughtful collaboration, and responsive service.

Laura is a nationally recognized educator, researcher, author, and thought leader in personal finance. Her peer-reviewed research, professional speaking, and media contributions focus on helping individuals make better financial decisions and navigate financial complexity. Her work has been recognized with numerous industry honors for innovation, thought leadership, and contributions to the financial planning profession. She has delivered two TEDx talks, is the author of Gender on Wall Street: Uncovering Opportunities for Women in Financial Services and is frequently sought out by journalists and media outlets for commentary on personal finance, investing, and financial decision-making.

Laura founded the Personal Financial Planning Program at the University of South Florida and currently teaches the program’s capstone course. Over the past two decades, she has taught at leading institutions including Texas Tech University and Rutgers University. Beyond academia, she founded the Women’s Money Empowerment Program at the Women’s Resource Center and serves on the board of a community foundation, advancing financial education and community impact.

Her approach is reflected in her forthcoming book, The Money Decisions That Matter Most: How to Make Life’s Biggest Financial Choices in an Uncertain World, which explores how people can make thoughtful financial decisions when certainty is impossible. Whether facing retirement, widowhood, divorce, a business sale, relocation, sudden wealth, or complex investment decisions, Laura helps clients understand trade-offs and navigate uncertainty.

Before becoming a financial advisor, Laura served as a Chief Financial Officer and Controller, bringing executive financial leadership experience to her work with clients. She holds a Ph.D. in Personal Financial Planning, an MBA in Accounting, and the CERTIFIED FINANCIAL PLANNER™ certification. She is also the author of Gender on Wall Street: Uncovering Opportunities for Women in Financial Services.

Across her advisory work, teaching, research, writing, and community leadership, Laura’s mission remains the same: helping people make better financial decisions and align their wealth with the life they want to live.