Jean-Luc Bourdon (CFP®, CPA/PFS)

Jean-Luc Bourdon focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

As a member of the The BAM Alliance, the investment recources I have access to are wide and deep.  Most importantly, they are evidence-based and aimed to make perfect sense from our clients'  individual point-of-view.

I oftent serve clients navigating transitions and gained much expertise in helping clients facing the following:

  • Divorce
  • Loss of spouse
  • Terminal illness & cognitive impairment
  • Aging challenges & elder planning
  • Trustee & caregiver responsibilities
  • Planning for tax-efficient retirement spend-down
  • Equity compensation / stock option planning 

Additional Information

Life is full of transitions.

Babies arriving, growing and leaving. Years passing and altering. Jobs changing. New ideas coming. Needs evolving. Priorities rearranging. Problems surfacing. Families transforming. In-laws adding. A generation growing. Another fading. Diagnoses troubling. Legacy revealing.

Although money is rarely the reason or purpose for these transitions, it delineates the possibilities open to us. As such, we serve clients who seek clarity about their options and path ahead.

Our experience confirms that people don’t mind change as much as they mind being changed.

Therefore, we empower clients to make informed decisions. It’s a co-active process that we facilitate by supporting clients in finding their best way forward.

NAPFA Start Date

July 11, 2017

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This Office

2920 De La Vina St Santa Barbara, CA 93105-3310 Phone: (805) 963-7070