Jean-Luc_Bourdon

Jean-Luc Bourdon CPA, PFS

Wealth Advisor, Lucent Wealth Planning, LLC

Jean-Luc Bourdon, CPA/PFS Jean-Luc Bourdon is the founder of Lucent Wealth Planning, a wealth management firm located in Santa Barbara, California.  He previously developed a Registered Investment Adviser (RIA) entity for a CPA firm. In the past, Jean-Luc served on the PFS Credential Committee and on the Personal Financial Planning Executive Committee of the AICPA. He has written many financial planning articles for AICPA publications including the Journal of Accountancy, the Tax Adviser, CPA Insider, and Wealth Management Insider. Jean-Luc received the 2018 Personal Financial Planning Distinguished Service Award from the AICPA. He currently serves on the Personal Financial Planning committee of the California Society of CPAs.

Appearances