Matthew Brian Boersen
Algemeen Directeur bij Financial Arcitects, Inc.
Actieve functies van Matthew Brian Boersen
Bedrijven | Functie | Begin | Einde |
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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. | Voorzitter | 01-01-2023 | - |
Directeur/Bestuurslid | 01-01-2022 | 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. | Algemeen Directeur | 01-07-2013 | - |
Compliance Officer | 01-07-2013 | - | |
President | 01-07-2013 | - |
Loopbaan van Matthew Brian Boersen
Opleiding van Matthew Brian Boersen
Grand Valley State University (Michigan) | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Director/Board Member | 1 |
Chairman | 1 |
Undergraduate Degree | 1 |
Sectoraal
Consumer Services | 2 |
Commercial Services | 2 |
Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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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 |