Matthew B. Boersen, CFA, CFP® @mboersen
I am the Managing Partner of Straight Path Wealth Management. straightpathwealth.com Grand Rapids, MI Joined February 2010-
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Matthew B. Boersen, CFA, CFP® retweeted
It was great to connect with so many CFP® professionals last night at @FPANextGen Gathering 2024. The future of financial planning is bright and we’re here for it. #BourbonWithBoersen @CFPBoard @fpassociation @mboersen @MichaelKitces #financialplanning #CFPPro
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Matthew B. Boersen, CFA, CFP® retweeted
The Board of Directors of CFP Board has elected Terri Kallsen, CFP® as its 2025 Board Chair-Elect. Please join us in congratulating Terri! cfp.net/news/2024/07/t… #CFPpro
Matthew B. Boersen, CFA, CFP® retweeted
Our CFP® Certificant Connection meetings are in Pittsburgh, the Detroit area, Minneapolis & Kansas City, MO this week! Meet Board Chair Matt Boersen (@mboersen) & earn 1 CE credit w/ a Psychology of Financial Planning™ CE program. Register now: cfp.net/events #CFPpro
Matthew B. Boersen, CFA, CFP® retweeted
CFP Board CEO Kevin Keller (@krkindc) and CFP Board Chair-Elect Matthew Boersen (@mboersen) take the stage to provide updates on our strategic priorities and offer insights into what attendees can anticipate at this year's Diversity Summit. #CFPproDiversity
Matthew B. Boersen, CFA, CFP® retweeted
CFP Board is a #PhenomByGirlScouts sponsor! Visit us at Booth 905 at the @girlscouts Convention in Orlando July 21-22 for hands-on activities designed to teach young women about financial planning careers and the benefits of becoming a CFP® professional. #FutureCFPpro
Matthew B. Boersen, CFA, CFP® retweeted
Issue 48 of Citywire RIA is here! In it we get an up-close-and-personal profile of @kamila_elliott, an advisor and the 2022 @CFPBoard chair. We also cover changes to the investing landscape, @AngieHerbers shares her best advice on how firms can keep employees motivated and more!
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