The board of directors of Certified Financial Planner Board of Standards has elected Matthew Boersen as its 2023 board chair-elect.
Boersen is the managing partner at Straight Path Wealth Management, a registered investment advisory firm based just outside of Grand Rapids, Michigan. He also heads Straight Path Tax and Accounting Solutions, an accounting and tax practice that also provides small-business consulting services.
Boersen, 34, interned at an independent firm during his sophomore year in college and was licensed in his senior year. In 2011, he founded Straight Path Wealth Management, converting the business to an RIA in 2013. In 2014, he started an accounting and tax practice. Today, his firm has a team of 11.
Boersen joined the CFP Board as a board director in 2020 and currently serves as Chair of the Finance and Investments Committee as well as a member of the CEO Oversight and Compensation Committee.
Current chair-elect Daniel Moisand will serve as chair of the board of directors in 2023, and Boersen will become chair of the board in 2024, the CPB Board said in a press release Thursday.
He was recognized by InvestmentNews as a member of the 2020 class of 40 Under 40.
Six-figure losses, social media lures and impostor schemes are draining older clients’ savings, report to Congress shows
William Tunink, an industry veteran, was indicted for running a Ponzi scheme this month in Des Moines.
Broker-dealers will soon share targeted returns under SEC-approved Rule 2210 changes, but one securities lawyer warns the regimes aren’t identical.
Insurers ranking independent broker-dealers ahead of RIAs for near-term growth as fee-only fiduciaries still find annuities a hard fit
Most voters 50-plus in swing districts favor candidates backing a caregiver tax credit, as caregiving drains retirement savings
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
