Matthew B. Boersen, Cfp®, Cfa

Matthew B. Boersen, Cfp®, Cfa Email and Phone Number

MANAGING PARTNER at Straight Path Wealth Management | Chair of Board of Directors for CFP Board | President of Straight Path For Advisors @ Straight Path Wealth Management
Matthew B. Boersen, Cfp®, Cfa's Location
Jenison, Michigan, United States, United States
Matthew B. Boersen, Cfp®, Cfa's Contact Details

Matthew B. Boersen, Cfp®, Cfa work email

Matthew B. Boersen, Cfp®, Cfa personal email

n/a

Matthew B. Boersen, Cfp®, Cfa phone numbers

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)

Matthew B. Boersen, Cfp®, Cfa's Current Company Details
Straight Path Wealth Management

Straight Path Wealth Management

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MANAGING PARTNER at Straight Path Wealth Management | Chair of Board of Directors for CFP Board | President of Straight Path For Advisors
Matthew B. Boersen, Cfp®, Cfa Work Experience Details
  • Straight Path Wealth Management
    Managing Partner, Certified Financial Planner™ Professional
    Straight Path Wealth Management Apr 2011 - Present
    Jenison, Michigan, Us
  • Cfp Board
    2024 Chair Of Board Of Directors
    Cfp Board Jan 2020 - Present
    Washington, Dc, Us
    CFP 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.
  • Christian Mission Aid
    Board Of Directors (Usa)
    Christian Mission Aid Sep 2016 - Present
    Nairobi, Ke
    Christian 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
  • Capstone Financial Services
    Wealth Manager
    Capstone Financial Services Jul 2009 - Mar 2011
    Grand Rapids, Mi, Us

Matthew B. Boersen, Cfp®, Cfa Education Details

  • Grand Valley State University
    Grand Valley State University
    Finance
  • Grand Valley State University
    Grand Valley State University
    Finance

Frequently Asked Questions about Matthew B. Boersen, Cfp®, Cfa

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 the current company?

Matthew B. Boersen, Cfp®, Cfa's current role is MANAGING PARTNER at Straight Path Wealth Management | Chair of Board of Directors for CFP Board | President of Straight Path For Advisors.

What is Matthew B. Boersen, Cfp®, Cfa's email address?

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What is Matthew B. Boersen, Cfp®, Cfa's direct phone number?

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What schools did Matthew B. Boersen, Cfp®, Cfa attend?

Matthew B. Boersen, Cfp®, Cfa attended Grand Valley State University, Grand Valley State University.

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