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21 Williamsburg Ln, Chico, CA 95926

(530) 877-7007
rick@mootzfinancial.com
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Where do you want to go? We'll get there, together.

Mootz Financial Solutions will strive to help you get more enjoyment out of life's bounty by reducing your financial stress and anxiety. We do this through an approach designed to help you E.S.C.A.P.E. the cycle of procrastination with Financial Planning for Paradise!

Learn More

Where do you want to go? We'll get there, together.

Mootz Financial Solutions will strive to help you get more enjoyment out of life's bounty by reducing your financial stress and anxiety. We do this through an approach designed to help you E.S.C.A.P.E. the cycle of procrastination with Financial Planning for Paradise!

Learn More

Where do you want to go? We'll get there, together.

Mootz Financial Solutions will strive to help you get more enjoyment out of life's bounty by reducing your financial stress and anxiety. We do this through an approach designed to help you E.S.C.A.P.E. the cycle of procrastination with Financial Planning for Paradise!

Learn More

Where do you want to go? We'll get there, together.

Mootz Financial Solutions will strive to help you get more enjoyment out of life's bounty by reducing your financial stress and anxiety. We do this through an approach designed to help you E.S.C.A.P.E. the cycle of procrastination with Financial Planning for Paradise!

Learn More

Financial Planning & Wealth Management in Chico, CA

For over two decades, Mootz Financial Solutions has helped individuals, families, and generations of clients throughout Chico and Butte County make confident financial decisions. Whether you're planning for retirement, growing your wealth, or preparing for your family's future, we provide personalized financial planning, wealth management, and investment guidance tailored to your goals. As an independent firm, we're committed to building lasting relationships and helping you navigate life's financial milestones with confidence.

Our mission is simple: to help you make informed decisions, pursue your goals, and feel confident about the future.

Investment

Investment

We create strategies that are tailored to your goals.

Retirement

Retirement

We are prepared to guide you through life's transitions.

Estate & Family

Estate & Family

Trust us to help secure your legacy for future generations.

Tax Planning

Tax Planning

Strategic planning designed to protect wealth and maximize opportunities.

Schedule An Appointment

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"An investment in knowledge pays the best interest."

- Benjamin Franklin

Helpful Content

A curated collection of articles, videos, and resources to support your financial journey.

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.
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Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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