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
Matthew Boersen
Managing Partner
Straight Path Wealth
United States, Michigan, Jenison
About Me
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
Keylinks
More profiles to browse
Ken Welch
CPA & Wealth Advisor
Jaycob Keuning
Wealth Advisor, Certified Financial Planner
DL
David Lutz
Senior Wealth Advisor

Victoria Buffum
Partner & COO
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial