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@brightpathwealth.com
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3 phones found area 805
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LinkedIn matched
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Jean-Luc Bourdon, Cpa,Pfs is listed as Wealth Management Practitioner at Lucent Wealth Planning®, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at brightpathwealth.com, phone signal with area code 805, and a matched LinkedIn profile for Jean-Luc Bourdon, Cpa,Pfs.
Jean-Luc Bourdon, Cpa,Pfs previously worked as Wealth Management Practitioner & Founder at Lucent Wealth Planning® and Wealth Management Practitioner and Principal at Brightpath Wealth Planning, Llc. Jean-Luc Bourdon, Cpa,Pfs holds Bachelor, Business Administration, Finance, Accounting from University Of Wisconsin-Platteville.
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AeroLeads found 2 current-domain work email signals for Jean-Luc Bourdon, Cpa,Pfs. Compare company email patterns before reaching out.
As a CPA financial planner, I help clients explore their financial options and choose a life path and legacy. This often involves crafting strategies to:- fund, protect and sustain an enjoyable lifestyle- pay less taxes- help family (pay for education, assist parents,...)- build a legacy. In the process, I am privileged to have formed many long-term business friendships.
Listed skills include Financial Planning, Tax, Asset Management, Wealth Management, and 9 others.
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California
My financial planning and wealth management practice was renamed Lucent Wealth Planning. I offer technical expertise and perceptive insights to guide individuals and families to their preferred future and legacy.
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Jean-Luc Bourdon, Cpa,Pfs works for Lucent Wealth Planning®.
Jean-Luc Bourdon, Cpa,Pfs is listed as Wealth Management Practitioner at Lucent Wealth Planning®.
AeroLeads has found 2 work email signals at @brightpathwealth.com for Jean-Luc Bourdon, Cpa,Pfs at Lucent Wealth Planning®.
AeroLeads has found 3 phone signal(s) with area code 805 for Jean-Luc Bourdon, Cpa,Pfs at Lucent Wealth Planning®.
Jean-Luc Bourdon, Cpa,Pfs is based in Santa Barbara, California, United States while working with Lucent Wealth Planning®.
Jean-Luc Bourdon, Cpa,Pfs has worked for Lucent Wealth Planning®, Brightpath Wealth Planning, Llc, Walpole & Co. / Walpole Financial Advisors, Fidelity National Financial, and Kinko'S Inc..
You can use AeroLeads to view verified contact signals for Jean-Luc Bourdon, Cpa,Pfs at Lucent Wealth Planning®, including work email, phone, and LinkedIn data when available.
Jean-Luc Bourdon, Cpa,Pfs holds Bachelor, Business Administration, Finance, Accounting from University Of Wisconsin-Platteville.
Jean-Luc Bourdon, Cpa,Pfs is listed with skills including Financial Planning, Tax, Asset Management, Wealth Management, Estate Planning, Investments, Personal Finance, and Retirement Planning.
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