Managing Partner, Certified Financial Planner™ Professional
Current
Apr 2011 - Present
AeroLeads people directory · profile
Matthew B. Boersen, Cfp®, Cfa Email & Phone Number
MANAGING PARTNER at Straight Path Wealth Management | Chair of Board of Directors for CFP Board | President of Straight Path For Advisors
at
Straight Path Wealth Management
1 work email found
@capstonefinancialclients.com
2 phones found area 616
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
MANAGING PARTNER at Straight Path Wealth Management | Chair of Board of Directors for CFP Board | President of Straight Path For Advisors
Location
Jenison, Michigan, United States
Who is Matthew B. Boersen, Cfp®, Cfa? Overview
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Quick answer
Matthew B. Boersen, Cfp®, Cfa is listed as MANAGING PARTNER at Straight Path Wealth Management | Chair of Board of Directors for CFP Board | President of Straight Path For Advisors at Straight Path Wealth Management, based in Jenison, Michigan, United States. AeroLeads shows a work email signal at capstonefinancialclients.com, phone signal with area code 616, and a matched LinkedIn profile for Matthew B. Boersen, Cfp®, Cfa.
Matthew B. Boersen, Cfp®, Cfa previously worked as Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional at Straight Path Wealth Management and 2024 Chair of Board of Directors at Cfp Board. Matthew B. Boersen, Cfp®, Cfa holds Bba, Finance from Grand Valley State University.
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Email format at Straight Path Wealth Management
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*@capstonefinancialclients.com
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AeroLeads found 1 current-domain work email signal for Matthew B. Boersen, Cfp®, Cfa. Compare company email patterns before reaching out.
Profile bio
About Matthew B. Boersen, Cfp®, Cfa
I specialize in working with business owners and retirees to create and plan a successful financial future.Business owners typically have complex financial lives, with a large amount of net worth tied up in one asset, their business. We work to incorporate that into a comprehensive plan that ensures success regardless of the stage the business is in.Additionally, we work with retirees in helping them create a sustainable and dependable retirement income stream. Through a combination of tax, Social Security withdrawal, and investment planning, we help retirees receive a consistent stream of income that allows them to quit worrying about their financial future.We are a fiduciary advisory firm that truly puts client's first. We give complete fee transparency, which is a rarity in the financial industry. Additionally, we uphold the strictest standard of being a fiduciary to our clients. This means we are required to disclose all conflicts of interests, only recommend what is best for the client, and work exclusively to their benefit. Both of these seem like common sense, unfortunately these are not the standards that many advisors uphold. 7699 Georgetown Center DrJenison, MI 49428616-288-3670Specialties: Wealth Management, Financial Planning, Investments, 401(k)
Current workplace
Matthew B. Boersen, Cfp®, Cfa's current company
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4 roles
Matthew B. Boersen, Cfp®, Cfa work experience
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2024 Chair Of Board Of Directors
CurrentCFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER™ certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
Jan 2020 - Present
Board Of Directors (Usa)
CurrentChristian Mission Aid (CMA) is a cross-denominational Christian organization making Christ known and alleviating poverty and suffering in Kenya, Uganda, and South Sudan. Our Mission is to assist churches and communities in Africa to effectively meet the spiritual, social and physical needs of their people. Our primary objectives include: Christian Outreach -Training pastors and church leaders to be effective leaders in their communities -Providing resources such as Bibles and bicycles to pastors in rural Africa -Engaging the deaf community in Kenya -Showing powerful Christian films in various languages to share the Gospel of Christ Community Development -Providing primary healthcare in rural South Sudan through health centers and mobile clinics -Supporting HIV/AIDs widows and orphans by providing income generating activities and housing -Implementing drought recovery measures to lessen the impact of drought on communities -Changing the culture of forced marriage and FGM through our Girls' Rescue Center Children & Youth Ministry -Training primary school teachers and providing curriculum -Hosting sports camps, youth camps, and VBS programs to reach children and teens -Keeping young girls in school by mentoring them on issues of pubescent development, hygiene, and self-esteem, and providing feminine products Aid & Relief -Providing timely aid with food, clothing, shelter, and more to the poorest people -Disaster relief in East Africa
Sep 2016 - Present
Wealth Manager
Jul 2009 - Mar 2011
2 education records
Matthew B. Boersen, Cfp®, Cfa education
Bba, Finance
Grand Valley State University
Bachelor Of Business Administration - Bba, Finance
Grand Valley State University
FAQ
Frequently asked questions about Matthew B. Boersen, Cfp®, Cfa
Quick answers generated from the profile data available on this page.
What company does Matthew B. Boersen, Cfp®, Cfa work for?
Matthew B. Boersen, Cfp®, Cfa works for Straight Path Wealth Management.
What is Matthew B. Boersen, Cfp®, Cfa's role at Straight Path Wealth Management?
Matthew B. Boersen, Cfp®, Cfa is listed as MANAGING PARTNER at Straight Path Wealth Management | Chair of Board of Directors for CFP Board | President of Straight Path For Advisors at Straight Path Wealth Management.
What is Matthew B. Boersen, Cfp®, Cfa's email address?
AeroLeads has found 1 work email signal at @capstonefinancialclients.com for Matthew B. Boersen, Cfp®, Cfa at Straight Path Wealth Management.
What is Matthew B. Boersen, Cfp®, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 616 for Matthew B. Boersen, Cfp®, Cfa at Straight Path Wealth Management.
Where is Matthew B. Boersen, Cfp®, Cfa based?
Matthew B. Boersen, Cfp®, Cfa is based in Jenison, Michigan, United States while working with Straight Path Wealth Management.
What companies has Matthew B. Boersen, Cfp®, Cfa worked for?
Matthew B. Boersen, Cfp®, Cfa has worked for Straight Path Wealth Management, Cfp Board, Christian Mission Aid, and Capstone Financial Services.
How can I contact Matthew B. Boersen, Cfp®, Cfa?
You can use AeroLeads to view verified contact signals for Matthew B. Boersen, Cfp®, Cfa at Straight Path Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Matthew B. Boersen, Cfp®, Cfa attend?
Matthew B. Boersen, Cfp®, Cfa holds Bba, Finance from Grand Valley State University.
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