Patrick Bourbon

CFA, CFP®

Bourbon Financial Management

Global Financial Advisor - Personal CFO

Patrick Bourbon

CFA, CFP®

Bourbon Financial Management

Global Financial Advisor - Personal CFO

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Patrick Bourbon, CFA, CFP®

(312) 909-6539

Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country

Meet Patrick Bourbon

 

►►► PERSONAL CHIEF FINANCIAL OFFICER - INDEPENDENT FINANCIAL PLANNER - MANAGED MULTI-BILLION PORTFOLIO ◄◄◄

Global investment expert with 20 years' experience with a passion for investing. 

I help professionals and EXPATRIATES worldwide who want to enjoy a COMFORTABLE RETIREMENT at a chosen lifestyle by giving non-conflicted advice, and by optimizing their portfolios in a world of lower returns. 

My in-depth experience includes asset allocation, preserving and growing wealth, risk management, fund/ETF selection and due diligence. My primary goal is to make sure that our clients have enough assets as long as they live so that they can enjoy PEACE OF MIND. 

My passion for investments started in my early teens when my mother and I visited the Paris Bourse. At the time, I was given a $2 bill and started to check its value in Francs weekly. Later, I earned a Master in Engineering before going to business school in Chicago. My interest in stocks grew when I created an investment club, worked at JP MORGAN, UBS, BNP, and started to manage a fund of funds in 1995. My early work experience impressed upon me the values of EXCELLENCE and INTEGRITY.

After 15 years of helping friends, I created Bourbon Financial Management, and decided to bring my institutional money management experience (10 years at UBS) to help families LIVE THE LIFE THEY WANT. My goal is to give every client the best possible chance of having a successful retirement. Being competent was no longer enough. I wanted meaning. 

Following my interest in academic research, desire to learn and educate others, and giving back to Chicago by helping communities, I became an adjunct professor, the President of UFEC-AFFC, Chairman of Stuart Investment, and Treasurer of the South Shore Drill Team. 

I competed during 10 years in ski and tennis. Sports has taught me discipline, focus, hard work, how to perform well under pressure, and how to be goal oriented which is helpful as a PERSONAL CHIEF FINANCIAL OFFICER.

Patrick Bourbon is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Patrick Bourbon is a NAPFA-Registered Financial Advisor

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

Contact Patrick Bourbon

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Office Locations:

  • 616 W Fulton St
    Chicago, IL 60661

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