Jean-Luc Bourdon, financial advisor Santa Barbara CA

Jean-Luc Bourdon

CRD Number: 5238953
Current Firm: Lucent Wealth Planning, LLC
Compensation Model: Fee Only

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 with a Finance concentration and an Accounting minor.  Jean-Luc currently serves on the Personal Financial Planning Executive Committee of the AICPA and on the Personal Financial Planning committee of the California Society of CPAs.

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Professional Designations
Company Name Location Dates Years
Lucent Wealth Planning, LLC Santa Barbara, CA May 2018 - Current 4
Jean-luc Bourdon Sole Prop Summerland, CA Jan 2006 - Dec 2018 12
Brightpath Wealth Planning, LLC Camarillo, CA Dec 2011 - Sep 2018 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Jean-Luc M. Bourdon
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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