Jean-Luc Bourdon, CPA/PFS
Jean-Luc Bourdon is a wealth advisor and principal at BrightPath Wealth Planning, LLC, a fee-only Registered Investment Advisory firm located in Santa Barbara, California. Jean-Luc helps clients understand their financial options and purse them to best reach their life goals. This often involves:
- crafting strategies to fund and protect and sustain an enjoyable lifestyle
- pay less taxes
- help family pay for education, assist parents,...
- build a legacy
Jean-Luc has a BS in Business Administration with a Finance concentration and an Accounting minor. He is a Certified Public Accountant (CPA) who earned the PFS (Personal Financial Specialist) credential from the American Institute of CPAs (AICPA).
Jean-Luc has written financial planning articles for various professional publications and has been quoted by national media, including Fox Business, USA Today and
CNNMoney. He has been a speaker for national financial planning conferences and webinars. Jean-Luc has been a regular presenter for the California Society of CPA’s Dollars and Sense education workshop at the University of California at Santa Barbara. He is a member of the Athena Group, a national, invitation-only study group for leading CPA Financial Planners.