Jean-Luc Bourdon, Cpa,Pfs

Jean-Luc Bourdon, Cpa,Pfs Email and Phone Number

Wealth Management Practitioner @ Lucent Wealth Planning®
Jean-Luc Bourdon, Cpa,Pfs's Location
Santa Barbara, California, United States, United States
Jean-Luc Bourdon, Cpa,Pfs's Contact Details

Jean-Luc Bourdon, Cpa,Pfs personal email

Jean-Luc Bourdon, Cpa,Pfs phone numbers

About Jean-Luc Bourdon, Cpa,Pfs

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.

Jean-Luc Bourdon, Cpa,Pfs's Current Company Details
Lucent Wealth Planning®

Lucent Wealth Planning®

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Wealth Management Practitioner
Jean-Luc Bourdon, Cpa,Pfs Work Experience Details
  • Lucent Wealth Planning®
    Wealth Management Practitioner & Founder
    Lucent Wealth Planning® Oct 2018 - Present
    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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  • Brightpath Wealth Planning, Llc
    Wealth Management Practitioner And Principal
    Brightpath Wealth Planning, Llc Sep 2011 - Sep 2018
    California
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  • Walpole & Co. / Walpole Financial Advisors
    Personal Financial Specialist
    Walpole & Co. / Walpole Financial Advisors 2003 - Sep 2011
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  • Fidelity National Financial
    Senior Corporate Accountant
    Fidelity National Financial 2001 - 2003
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  • Kinko'S Inc.
    Senior Corporate Accountant
    Kinko'S Inc. 2000 - 2001
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  • Star Telecommunications
    Accountant
    Star Telecommunications 1999 - 2000

Jean-Luc Bourdon, Cpa,Pfs Skills

Financial Planning Tax Asset Management Wealth Management Estate Planning Investments Personal Finance Retirement Planning Investment Advisory Retirement Financial Advisory Strategic Financial Planning Financial Planners

Jean-Luc Bourdon, Cpa,Pfs Education Details

Frequently Asked Questions about Jean-Luc Bourdon, Cpa,Pfs

What company does Jean-Luc Bourdon, Cpa,Pfs work for?

Jean-Luc Bourdon, Cpa,Pfs works for Lucent Wealth Planning®

What is Jean-Luc Bourdon, Cpa,Pfs's role at the current company?

Jean-Luc Bourdon, Cpa,Pfs's current role is Wealth Management Practitioner.

What is Jean-Luc Bourdon, Cpa,Pfs's email address?

Jean-Luc Bourdon, Cpa,Pfs's email address is je****@****lth.com

What is Jean-Luc Bourdon, Cpa,Pfs's direct phone number?

Jean-Luc Bourdon, Cpa,Pfs's direct phone number is +180576*****

What schools did Jean-Luc Bourdon, Cpa,Pfs attend?

Jean-Luc Bourdon, Cpa,Pfs attended University Of Wisconsin-Platteville.

What skills is Jean-Luc Bourdon, Cpa,Pfs known for?

Jean-Luc Bourdon, Cpa,Pfs has skills like Financial Planning, Tax, Asset Management, Wealth Management, Estate Planning, Investments, Personal Finance, Retirement Planning, Investment Advisory, Retirement, Financial Advisory, Strategic Financial Planning.

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