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Distance Only Santa Barbara, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jean-Luc Bourdon, CPA, PFS (CRD# 5238953) is a principal and Investment Advisor Representative working at Brightpath Wealth Planning, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.
As a financial planner who obtained the PFS credential exclusive to CPAs specialized in personal finance, Jean-Luc follows the Statements on Standards in Personal Financial Planning Services (SSPFPS) issued by the American Institute of CPAs (AICPA). The SSPFPS are enforced in California by the California Board of Accountancy.
Jean-Luc has a BS in Business Administration...
Kevin Bourke (CRD# 1660351) is an Investment Advisor Representative working at Bourke Wealth Management in Santa Barbara, CA and has over 29 years of experience in the finance industry. Kevin Bourke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Boyle (CRD# 3274584) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Mark Brenner (CRD# 1361210) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 39 years of experience in the finance industry.
Jeffery Brookshire (CRD# 2964215) is an Investment Advisor Representative working at Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA and has over 26 years of experience in the finance industry. Jeffery Brookshire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aaron Brown (CRD# 4864142) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 19 years of experience in the finance industry.
Stephanie Bruno (CRD# 2952200) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 20 years of experience in the finance industry. Stephanie Bruno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rachel Burkley (CRD# 6495701) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Frederick Burrows (CRD# 1092723) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Santa Barbara, CA and has over 41 years of experience in the finance industry.
Hannah Buschbom (CRD# 5752976) is an Investment Advisor Representative working at The Ameriflex Group in Santa Barbara, CA and has over 12 years of experience in the finance industry. Hannah Buschbom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.