Jean-Luc Bourdon

CPA, PFS, GFP

Lucent Wealth Planning, LLC

Wealth Advisor & Founder

Contact Me

Jean-Luc Bourdon

CPA, PFS, GFP

Lucent Wealth Planning, LLC

Wealth Advisor & Founder

As a CPA, I'm proud to abide by long-standing professional standards that have been unwavaringly serving clients and society. - Jean-Luc Bourdon, CPA, PFS, GFP

Contact Me

805-963-7070

Website

Fee-Only financial planner located in Santa Barbara, CA, serving clients locally and across the country

Jean-Luc Bourdon is a Santa Barbara, CA fee-only financial planner. Lucent Wealth Planning, LLC provides objective wealth management, financial planning, and tax strategies to help individuals, families, and trustees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jean-Luc Bourdon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.  As a CPA, he answers to financial planning standards rooted in professionalism. 

Born in Belgium, the youngest of four children raised by a single-mother, Jean-Luc Bourdon confronted issues such as budgeting and money management at an early age. He then realized the importance of planning wise financial decisions to get by and achieve personal goals, big or small.

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 joined a Santa Barbara accounting firm in 2003 and developed its affiliated wealth management firm. Jean-Luc teamed up with Kozak Financial Advisory in 2011. The firm then became BrightPath Wealth Planning, LLC.  In 2018, Jean-Luc founded Lucent Wealth Planning, LLC.

Jean-Luc is very active in the profession and received the 2018 Personal Financial Planning Distinguished Service Award from the American Institute of CPAs (AICPA). Jean-Luc often speaks and writes about financial planning. He was a regular contributor to CPA Insider, a newsletter from the AICPA. Jean-Luc also wrote articles published in the Pacific Coast Business Times, AICPA Wealth Management Insider, The Tax Adviser and the Journal of Accountancy. Jean-Luc was quoted by various publications including the Wall Street Journal, the Washington Post and USA Today. Jean-Luc presented the California Society of CPA’s Dollars and Sense financial education workshop at UCSB. He was a speaker at the AICPA’s Advanced Personal Financial Planning Conference and the AICPA Conference on Tax Strategies for the High-Income Individual. He is a member of the Athena Study Group, a national, invitation-only group of top CPA financial planners. Jean-Luc currently serves on the Personal Financial Planning committee of the California Society of CPAs.  In the past, he served on the PFS Credential Committee and on the Personal Financial Planning Executive Committee of the AICPA.

Jean-Luc and his wife Renee live in Carpinteria.  They enjoy hiking local trails with Rosie, their standard poodle.

Jean-Luc Bourdon is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

We are devoted to providing perceptive insights and technical expertise to guide individuals, families, and trustees.

Lucent Wealth Planning, LLC is an independent member of the Buckingham Strategic Partners, a community of more than 130 independent wealth management firms throughout the United States.  Together, we share the institutional resources, experience and thought-leadership of a large network and the shared vision of a better way to serve clients.

As Jean-Luc sees it, being an independent member of Buckingham Strategic Partners gives us resources to serve clients in the best way we can imagine without the pressure of institutional goals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Ultra-Customized Financial Planning
  • Clarifying & Optimizing Complexity
  • Life Transitions
  • Legacy Planning
  • Tax Planning
  • Cross-Border Planning
  • Investment Management

Ideal Clients

  • High-Net Worth Families
  • Trustees, POAs & Caregivers
  • Individuals with New Financial Complexity
  • Cross-Border Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jean-Luc Bourdon is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CPA - Certified Public Accountant
    Jean-Luc Bourdon is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • CPA/PFS - Personal Financial Specialist
    Jean-Luc Bourdon is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

Contact Jean-Luc Bourdon

805-963-7070

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Office Locations:

  • 2920 De La Vina Street
    Santa Barbara, CA 93105

Investment advisory services are offered through Lucent Wealth Planning, LLC, an investment adviser registered with the State of California. Lucent Wealth Planning only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copyof the firm’s ADV Part 2A brochure document.

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