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CFP Board Chooses New Chair-Elect for 2023

Published: August 11, 2022

The CFP Board has chosen Mathew Boersen, a managing partner at the RIA Straight Path Wealth Management, as its Chair-Elect for 2023.

Source: wealthmanagement.com

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Mathew BoersenDaniel MoisandAccounting ServicesExchange CommissionValley State UniversityInvestments CommitteeCompensation CommitteeGrand RapidsPath Wealth ManagementChair Kamila ElliottGrand Valley State UniversityStraight PathStraight Path TaxRegulation Best Interest