Bobby Mattei

Hi, I’m Bobby.

Personal

Originally from Mobile, AL; I and currently live in Shreveport, LA, with my fabulous wife, Adelyn. We spend time on the FL/AL coast during the summer; and SEC College Sports, especially the spring sports: gymnastics, track & field, beach volleyball, and Spring Football (fall too), are favorites.

Professional

I graduated from LSU in Baton Rouge, where I tutored for the Athletic Department. I’ve been a Financial Planner for over 35 years. I especially love working with business owners, specialty medical and dental professionals, and optometrists: they quickly grasp Principle-Based Planning, being independent and financially free. 100% of my meetings are done remotely, which is very convenient for my busy clientele. I love, love, love what I do, and have no reason to stop: it’s fun. I feel blessed to do this work.

Faith, Family and Fun

I love cooking (outdoor wood-fired smoking), seafood, cajun-creole cooking, gumbo, and breakfast seafood omelets. Experimenting with recipes. Spending a week in FL with my wife is the best for us; and we take weekend trips centered around sporting events and Louisiana destinations often, as mentioned. My sons and grandson, are “beach people” as well.

Shreveport, LA

Hi, I’m Bobby.

Personal

Professional

Planning that helps you grow from where you are

Faith, Family and Fun

Schedule with
Bobby Mattei

Shreveport, LA

Bobby Mattei

Hi, I’m Bobby.

Personal

Professional

Planning that helps you grow from where you are

Faith, Family and Fun

Schedule with Bobby Mattei

Schedule with
Bobby Mattei