Bourbon Financial Management

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. 

After helping friends for more than 10 years, I created Bourbon Financial Management in 2009, 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.  

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This Office

616 W Fulton St Suite 411 Chicago, IL 60661-1267 Phone: (312) 909-6539

Primary Office

616 W Fulton St Suite 411 Chicago, IL 60661-1267 Phone: (312) 909-6539