Shaping the Future: Matt Boersen’s Journey from Straight Path to the CFP Board
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Shaping the Future: Matt Boersen’s Journey from Straight Path to the CFP Board
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In our debut episode, Matt Boersen takes you through a year in review, shares his journey to founding Straight Path, and breaks down our unique process for helping clients succeed. We also dive into the future of financial planning and what it means for you. Don’t miss this insightful kickoff to The Straight Path Podcast!
About Your Host
This podcast is hosted by Dan Cook, CFP®, Wealth Advisor
Schedule a call with Dan: https://dancookcfp.youcanbook.me
Learn more about Dan: https://www.straightpathwealth.com/me...
Connect with Dan: / daniel-cook-cfp%c2%ae-a0b321b3
Guest Spotlight
This episode features Matthew Boersen, CFP®, CFA
Connect with Matt:
- LinkedIn: / matthewboersen
- Website: https://www.straightpathwealth.com/
Learn More About Straight Path Wealth Management
Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st...
To reach our social channels visit: https://hopp.bio/straightpathwealth