CoverProfile

Matthew Boersen

Managing Partner

Straight Path Wealth

United States, Michigan, Jenison

About Me

I am the Managing Partner of Straight Path Wealth Management. I am proud to have earned both the Certified Financial Planner (CFP) designation and the Chartered Financial Analyst certification. Additionally, I obtained my Bachelor’s degree in Finance from Grand Valley State University. I currently serve on the Board of Directors for the CFP Board, the oversight body of over 93,000 Certified Financial Planners. It is an honor to have been elected as the youngest-ever Chair of the Board for 2024. Furthermore, I was recognized as a Top 40 Under 40 Advisor in the country in 2020. I reside in Jenison with my wife, two daughters, and son. In the fall and wi

View more

Profile Information

Managing Partner

Straight Path Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Jenison

Michigan

United States

Oct 10, 2024

Work Experience

Straight Path Wealth

Managing Partner
Apr 2011 - Present
Email: matthew@straightpathwealth.com

More profiles to browse

Profile Photo
Victoria Buffum
Partner & COO
DL
David Lutz
Senior Wealth Advisor
Profile Photo
Jaycob Keuning
Wealth Advisor, Certified Financial Planner
Profile Photo
Ken Welch
CPA & Wealth Advisor

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners