top of page
Reading the Paper

In The News

News articles featuring financial advisor Matthew Boersen CFA, CFP ®.


The Board of Directors for the Certified Financial Planner Board of Standards Inc. has elected three new members – all of them CFP® professionals. In addition, the search for an additional public member, one with a standards enforcement-related background, has been extended. 


Matt was selected as one of the top 40 advisors under 40 from across the country.


Matt Boersen considers his new role as a director at the Washington, D.C.-based Certified Financial Planner Board of Standards Inc. as coming at a pivotal time for the industry.

If estate planning were just cold, hard numbers, it wouldn’t be one of the financial tasks that people avoid the most.

Successful businesses keep moving forward. In order to do so, plans need to be laid and projects need to be made a reality.

Despite all their technical knowledge, they may overlook the one element that largely determines whether they’ll succeed…

The Federal Reserve, as expected, raised interest rates for the second time this year, and that will affect your bond holdings.

Start the conversation. Taking charge. Line up the right documents. Help with oversight. Hiring help.

The couple was in their mid-70s and living comfortably on income from a business that the husband partially owned.

bottom of page