About Laura

Dr. Laura Mattia, MBA, CFP®, CRPS®, CDFA ™ is a professor, researcher, author and adviser. She is the author of the forthcoming book "Gender On Wall Street: Uncovering Opportunities for Women in Financial Services" coming out May 2018 from Palgrave Macmillan.

Dr. Mattia’s financial expertise is a unique combination of advanced financial degrees and certifications, and over 30 years of financial leadership experience as a CFO/Controller for fortune 500 companies, Wall Street firms, and individuals preparing for retirement, and as a Finance Professor at University of South Florida and Rutgers University. She is the program director and professor of a newly created Personal Financial Planning Program at Muma College of Business, University of South Florida where she has created a degree to train a new breed of competent and ethical financial advisors. She is a member of the Financial Planning Association and a board member of her local chapter. She is also a member of the National Association of Personal Financial Advisors (NAPFA).

laura mediumDr. Mattia received her Ph.D. in Personal Financial Planning from Texas Tech University, a Masters in Business Administration in Accounting/Finance and a Bachelor of Arts degree in Psychology from Montclair State University.

Contributions to women and money empowerment

Teaching
Created a Women in Financial Planning one credit program at Texas Tech University to prepare new female financial planners and recently graduated planners to strategically plan their career. Spring 2018 is the second season for this program.

Recent workshops and Non Academic Presentations

  • Moderator of panel at Women in Leadership and Philanthropy (WLP) USF Fall Annual Symposium, October 20th, 2017.
  • “What Women Want,” Financial Planning Association, Sarasota, September, 2017.
  • “Communicating to Women about Money” The Center Club, Tampa, August, 2017
  • What is Behind the Underrepresentation of Women in Financial Planning" at the Private Wealth Management Summit in Orlando, June, 2017
  • “Women’s financial issues” at Financial Literacy Day at USF Sarasota. http://usfsm.edu/event/financial-literacy-day/, April, 2017
  • Moderator of panel at Women and Diversity Conference at University of Akron, March, 2017

Volunteerism/Leadership

Current

  • Created a scholarship called “Empowering Women in Financial Services” intended to encourage more women to enroll in the new Personal Financial Planning degree program at Muma College of Business, University of South Florida.
  • Created a program for the Women’s Resource Center in Sarasota/Manatee called “Women’s Money Empowerment Series”.
  • Contribute to Women’s Resource Center’s new magazine called MyWRC with a column answering money questions aimed to inspire and empower women to become engaged with their money.
  • Created “Women’s Money Empowerment Network” (WoMEN) podcasts and blogs for women interested in becoming educated and learning from someone who is not selling products. The website also showcases trustworthy female financial professionals.
  • Women’s Knowledge Circle Host with the Financial Planning Association (FPA)

Previous

  • Volunteer at the Safe Place Rape and Crisis Center (SPARC) in Sarasota - completed Florida’s Council against sexual violence 5 day in-person training and 30-hour online Advocacy Core Training (ACT).
  • Created a program called Financially Empowering Women and provided seminars and workshops throughout NJ at Rutgers University, Montclair State University and other venues where I was asked to speak.
  • Member and Cable TV host, “New Directions” of the Morristown NJ National Organization of Women (NOW)
  • ABCNEWS.COM Business Columnist- Column Title: Financially Empowering Women http://abcnews.go.com/author/laura_mattia

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Scholarship

  • Forthcoming book "Gender On Wall Street: Uncovering Opportunities for Women in Financial Services" is due to come out May 2018 from Palgrave Macmillan.
  • Presented Research On Marriage and the Financial Knowledge Gender Gap at the 2017 Academic Research Colloquium
For Financial Planning in Washington DC.
  • Working papers
    o "Female Financial Advisor Job Satisfaction (with Inga Chira)
    o “Marriage and the Financial Knowledge Gap” (with Michael Finke, Sandra Huston)
    o “Female Financial Confidence, Knowledge, and Anxiety” (with Sandra Huston)
    o “Female Satisfaction and Loyalty with Their Financial Advisor” (with Sandra Huston)

Awards

Dr. Mattia is nationally acclaimed as a women’s advocate and educator within the profession and has been recognized as a Sarasota-Manatee Biz (941) Women of Influence, Best 50 Women in Business by NJBIZ and received the Women’s Choice Award® for Financial Advisors, a premier recognition award for advisors who provide quality service to their female clients.

Other Media

The Wall Street Journal, US News & World Report, Onwallstreet.com, Dow Jones Newswire, Investment News, Financial Advisor Magazine, Journal of Financial Planning, The Intelligent Investor, WWOR-TV MY9 News, Channel 12, Channel 7 Sarasota, Wharton School SiriusXM Satellite Channel 111, ABCnews.com 

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Copyright Laura Mattia ©2018. Women’s Money Empowerment Network. All rights reserved

 

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