Matthew Brian Boersen
Directeur Général chez Financial Arcitects, Inc.
Profil
Matthew Brian Boersen is currently the Chairman at Certified Financial Planner Board of Standards, Inc. since 2020.
He is also the Managing Partner at Financial Architects, Inc. since 2013.
Mr. Boersen completed his undergraduate degree at Grand Valley State University (Michigan).
Postes actifs de Matthew Brian Boersen
| Sociétés | Poste | Début |
|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Président | 01/01/2023 |
Financial Arcitects, Inc.
 Financial Arcitects, Inc. Investment ManagersFinance Financial Arcitects, Inc., do-business-as Straight Path Wealth Management (SPWM), is an independent registered investment advisor headquartered in Jenison, Michigan. The firm was founded in 2002 and is owned by Matthew B. Boersen and Victoria Buffum. SPWM provides investment management and supervisory services to individuals including high-net worth individuals. In addition, they also advise on corporate retirement plans and for corporate investment accounts. | Directeur Général | 01/07/2013 |
Formation de Matthew Brian Boersen
| Grand Valley State University (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
Financial Arcitects, Inc.
Financial Arcitects, Inc. Investment ManagersFinance Financial Arcitects, Inc., do-business-as Straight Path Wealth Management (SPWM), is an independent registered investment advisor headquartered in Jenison, Michigan. The firm was founded in 2002 and is owned by Matthew B. Boersen and Victoria Buffum. SPWM provides investment management and supervisory services to individuals including high-net worth individuals. In addition, they also advise on corporate retirement plans and for corporate investment accounts. | Finance |
