Matthew Boersen elected chair-elect of CFP Board
The Grand Rapids, Michigan, planner will serve a one-year term and become chair of the board in 2024.
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.
[More: Kate Healy named to head CFP Board’s Center for Financial Planning]
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