I am the Managing Partner of Straight Path Wealth Management.
Joined February 2010
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37 Photos and videos
Matthew B. Boersen, CFA, CFP® retweeted
22 Aug 2024
It was great to connect with so many CFP® professionals last night at @FPANextGen Gathering 2024. The future of financial planning is bright and we’re here for it.
#BourbonWithBoersen @CFPBoard @fpassociation @mboersen @MichaelKitces #financialplanning #CFPPro
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The Board of Directors of CFP Board has elected Terri Kallsen, CFP® as its 2025 Board Chair-Elect. Please join us in congratulating Terri! cfp.net/news/2024/07/terri-k… #CFPpro
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Our CFP® Certificant Connection meetings are in Pittsburgh, the Detroit area, Minneapolis & Kansas City, MO this week! Meet Board Chair Matt Boersen (@mboersen) & earn 1 CE credit w/ a Psychology of Financial Planning™ CE program. Register now: cfp.net/events #CFPpro
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CFP Board CEO Kevin Keller (@krkindc) and CFP Board Chair-Elect Matthew Boersen (@mboersen) take the stage to provide updates on our strategic priorities and offer insights into what attendees can anticipate at this year's Diversity Summit. #CFPproDiversity
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CFP Board is a #PhenomByGirlScouts sponsor! Visit us at Booth 905 at the @GirlScouts Convention in Orlando July 21-22 for hands-on activities designed to teach young women about financial planning careers and the benefits of becoming a CFP® professional. #FutureCFPpro
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Matthew B. Boersen, CFA, CFP® retweeted
15 Dec 2022
Issue 48 of Citywire RIA is here! In it we get an up-close-and-personal profile of @kamila_elliott, an advisor and the 2022 @CFPBoard chair.
We also cover changes to the investing landscape, @AngieHerbers shares her best advice on how firms can keep employees motivated and more!
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9 Sep 2022
Crypto made some people a lot of money. But it lost a much larger group of people much more.
Here is how I control FOMO with investing, and how other millennials can too.
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7 Sep 2022
Here are 3 things millennials should do now to financially protect their family.
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6 Sep 2022
The 7 things I wish I knew 10 years ago about money.
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5 Sep 2022
A good quote can make you think.
A great quote will stay with you and inspire you to better action.
Here are 6 of my favorite quotes that help me keep a better view of money.👇
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5 Sep 2022
"Money is a terrible master but an excellent servant."- PT Barnum
When money drives the decisions you make, you will likely be miserable. But when you control your money, and it follows your bigger strategy, it can do amazing things.
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5 Sep 2022
"Too many people spend money they earned..to buy things they don't want..to impress people that they don't like." - Will Rogers
We spend money on the wrong things, and with the wrong mindset.
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4 Sep 2022
I need to be more thankful for the small things.
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