Shreveport, LA

Bobby Mattei, CFP

(318) 347-9009

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 Certified 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.

Planning that helps you grow from where you are

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.

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Bobby Mattei, CFP

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