Matthew B. Boersen, CFA, CFP®

I am the Managing Partner of Straight Path Wealth Management.

[Kevin Keller @krkindc]

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

[CFP Board @CFPBoard]

The Board of Directors of CFP Board has elected Terri Kallsen, CFP® as its 2025 Board Chair-Elect. Please join us in congratulating Terri!  https://t.co/ShCpC3jKwn #CFPpro

[CFP Board @CFPBoard]

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: https://t.co/3fgXfGK8uB #CFPpro

[CFP Board @CFPBoard]

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

[CFP Board @CFPBoard]

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

[Matthew B. Boersen, CFA, CFP® @mboersen]

@EvansNifty 👀

[Citywire RIA @CitywireRIA]

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 moreIssue 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 moreIssue 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 moreIssue 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!

[Matthew B. Boersen, CFA, CFP® @mboersen]

https://t.co/Qcjq7jK02R

[Matthew B. Boersen, CFA, CFP® @mboersen]

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.

[Matthew B. Boersen, CFA, CFP® @mboersen]

https://t.co/0qdlmahTBF

[Matthew B. Boersen, CFA, CFP® @mboersen]

Here are 3 things millennials should do now to financially protect their family.

[Matthew B. Boersen, CFA, CFP® @mboersen]

https://t.co/lLnctooCMK

[Matthew B. Boersen, CFA, CFP® @mboersen]

The 7 things I wish I knew 10 years ago about money.

[Matthew B. Boersen, CFA, CFP® @mboersen]

"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.

[Matthew B. Boersen, CFA, CFP® @mboersen]

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.👇

[Matthew B. Boersen, CFA, CFP® @mboersen]

"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.