Sept 18, 2024 | FPA E5 | Guest: Matthew B. Boersen

Chuck catches up with Matthew B. Boersen, CFP®, CFA, Founder & CEO of Straight Path Wealth Management. Matthew is also the current (and youngest ever) Chair of The Board of Directors for the CFP Board. Matthew gave us a peek into what he and the CFP Board have in the works to continue their mission to help consumers in search of competent and ethical advisors.
  • Oct 10, 2024
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