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

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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

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