About

A practitioner-academic devoted to how we judge value.

Portrait of Laura Mattia, PhD
Based in
Sarasota, Florida
Credentials
PhD, MBA, CFP®

Laura began her career in the financial industry over 30 years ago, rising to the positions of Controller and Chief Financial Officer before returning to school to pursue personal financial planning. In 2020, she founded Atlas Fiduciary Financial before joining Wealth Enhancement in 2024.

Laura plays an active role in the Sarasota community, serving as a board member, treasurer, and investment committee chair for the Community Foundation of Sarasota County. She founded the Women’s Money Empowerment program at the Women’s Resource Center, a 501(c)(3) organization in Sarasota where she volunteers her time. In her book, Gender on Wall Street: Uncovering Opportunities For Women In Financial Services, Laura advocates for women in the finance profession. Through her podcast, Money Matriarchs, she inspires women to harness the power of money as a catalyst for positive change in their lives, families, communities, and beyond.

Laura has authored peer-reviewed research on gender, widowhood, and the advisory profession, and regularly contributes to media outlets such as The Wall Street Journal, Bloomberg, CNBC, MarketWatch, USA Today, InvestmentNews, MSN, and ABC News. She is a two-time TEDx speaker and is passionate about enhancing the standards for financial advisors. As part of this commitment, Laura has served as an educator and mentor for over two decades, imparting knowledge to future CFP® professionals at several esteemed universities — including a pivotal role in creating a new CFP® registered program at the University of South Florida through collaborative work with the Florida Board of Governors and the CFP Board.

Laura resides and works in Sarasota, Florida, alongside her husband and two daughters.

Education

Credentials that bridge theory and practice.

Texas Tech University

PhD, Personal Financial Planning

Lubbock, TX · 2016

Fairleigh Dickinson University

CFP® Certification

Madison, NJ · 2002

Montclair State University

MBA, Accounting

Montclair, NJ · 1990

Montclair State University

BS, Psychology

Montclair, NJ · 1982

Teaching

Two decades training the next generation of CFP® professionals.

  • 2018 – 2022

    Texas Tech University

    Graduate CFP® Capstone class, taught at Fidelity headquarters in Dallas, TX.

  • 2016 – 2020

    University of South Florida

    Founder and Director of the Personal Financial Planning Program.

  • 2012 – 2014

    Rutgers University

    Corporate Finance (large lecture) and the CFP® Capstone class.

  • 2006 – 2012

    William Paterson University

    CFP® Certificate course in Investments.

Books & research

Published work.

Retirement Planning — in An Emergency Physician’s Path: What to Expect After an Emergency Medicine Residency

Mattia, L. H., & Wolford, R. W. (2024). Springer International Publishing, pp. 703–709.

Gender on Wall Street: Uncovering Opportunities for Women in Financial Services

Palgrave Macmillan (2018). Includes “The Rewards of a Career in Finance,” pp. 13–22.

Peer-reviewed journal articles
Speaking

On stage, from TEDx to national conferences.

Laura Mattia on stage at TEDxSanJuanIsland

How to Overcome Your Fears and Unlock Your Superpower

TEDxSanJuanIsland · 2019

Watch on TED ↗

Money and Meaning Masterclass & Workshops

Organizations and groups · 2024 – present

Financial Decisions During Divorce

Quarterly workshops, Women’s Resource Center, Sarasota · 2022 – present

Working with Widows

Protective, Raymond James Women’s Symposium, LPL, Farmers, Citizens Bank, Financial Therapy Association · 2020 – 2023

Developing Female Courage and Confidence

CFP Board Conference · 2019

Media

Writing, radio, and television.

  • Podcast host — Money Matriarchs and the Women’s Money Empowerment Network
  • Business columnist — 18 by-lined articles for ABCNews.com
  • Contributor — The Wall Street Journal, Bloomberg, CNBC, MarketWatch, USA Today, InvestmentNews, MSN, ABC News
  • Five-part series on financially empowering widows, plus “Four Strategies for Using Liquid Alts in Market Downturns,” Rethinking65 ↗
  • “The final key to gender equality is mastery of money,” MarketWatch (2018)
  • “Looking for Professional Status in All the Wrong Places,” FP Journal (2017)
  • Television — Amazing Suncoast Women (Channel 7), It’s Your Money (Channel 12), host of New Directions (NOW)
Service

Memberships and volunteer work.

  • Community Foundation of Sarasota County — Board of Directors, Investment Committee Chair, Treasurer
  • Women’s Resource Center — founder, Women’s Money Empowerment Program
  • SPARCC, Sarasota — trained advocate
  • Southwest Florida Estate Planning Council — member
  • Financial Planning Association — board member, host of the Women and Finance Circle
  • NAPFA — national and regional team leader
  • Montclair State University Planned Giving — board member
  • Pine View Association — treasurer
Recognition

Awards and honors.

InvestmentNews Top Female Advisors

2026

5-Star Wealth Management Teams Award

2026

ThinkAdvisor Thought Leader of the Year

Finalist and Winner · 2025

Women to Watch Excellence Awardee

Finalist · 2025

Top Financial Professionals in the US — Hot List

2025

Advisors to Watch, AdvisorHub

2025

Five Star Wealth Manager

2023, 2024, 2025

ThinkAdvisor Luminaries — Luminary with a Heart

2024

Sarasota Chamber / Frank G. Berlin, Sr. Small Business Award

2023

Financial Management Association Virtual Finance Leaders

2021

Suncoast Amazing Woman, Channel 7 Sarasota

2018

Top Woman of Influence, Sarasota Biz

2015

Women’s Choice Award® for Financial Advisors

2014 – 2016

Helen DeVitt Jones Graduate Fellowship

2013–2014, 2015–2016

Betty Spawn Lowder Endowed Fellowship

2012 – 2013

Best 50 Women in Business, NJBIZ

2012
Experience

Thirty years inside the numbers.

  • CFO / CEO — family office and fee-only wealth management

    2002 – present
  • Chief Financial Officer — Telcordia Technologies

    1999 – 2001
  • Global Controller — M&M / MARS

    1989 – 1999
"Money is not merely math; it is meaning. The best financial decisions are made when expertise and empathy meet."
— Laura Mattia, PhD
Work together

Invite Laura to speak or advise.

Speaking, media, consulting, and education inquiries welcome.