Displaying items tagged: Certified Financial Planner Board of Standards Inc

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. The CFP Board of Standards last fall enacted a “fiduciary standard” that requires financial advisers to act solely in a client’s best interest when providing advice. The 31-year-old Boersen was one of three new directors recently elected to four-year terms on the board of directors for the CFP Board of Standards, which sets professional standards for financial planners and administers the CFP certification. The financial planner and managing partner at Jenison-based Straight Path Wealth Management spoke with MiBiz about the changes and the perspective he brings to the board.