Matthew Boersen Email & Phone Number
Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional @ Straight Path Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Matthew Boersen Location
- Georgetown Township, MI, US
Matthew Boersen Work
- Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional @ (April 2011 - Present)
- Board of Directors (USA) @ (September 2016 - Present)
- 2024 Chair of Board of Directors @ (January 2020 - December 2024)
- Wealth Manager @ (July 2009 - March 2011)
Matthew Boersen Education
- Grand Valley State University
BBA (Finance)
- Grand Valley State University
Bachelor of Business Administration - BBA (Finance)
Matthew Boersen Skills
- Training
- Strategic Planning
- Customer Service
- Microsoft Excel
- Wealth Management
- Wealth
- QROPS
- Estate Planning
Matthew Boersen Summary
- Matthew Boersen, based in Georgetown Township, MI, US, is currently a Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional at Straight Path Wealth Management. Matthew Boersen brings experience from previous roles at Christian Mission Aid, CFP Board and Capstone Financial Services. Matthew Boersen holds a BBA in Finance @ Grand Valley State University. With a robust skill set that includes Training, Strategic Planning, Customer Service, Microsoft Excel, Wealth Management and more. Matthew Boersen has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Matthew Boersen?
Find contact details for 700 million professionals.
Others Named Matthew Boersen
Matthew Boersen
Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional
Georgetown Township, MI, US
Top Straight Path Wealth Management Employees
Thomas Proos
Senior Wealth Advisor | Investment Strategist
Georgetown Township, MI, US
Matthew Boersen
Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional
Georgetown Township, MI, US
David Lutz
Senior Wealth Adviser
Georgetown Township, MI, US
Sam Genzink
Associate Wealth Advisor
Grand Rapids, MI, US
Caitlin Seaver
Head of Marketing and Client Experience
Grand Rapids, MI, US
Madelyn Rozeboom
Wealth Advisor
Grand Rapids, MI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co