Brightpath Wealth Planning, LLC

Brightpath Wealth Planning, LLC (CRD# 160563) is a financial advisory firm headquartered in Camarillo, CA. They manage $84,407,255 in 310 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $272,281
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
  • Pension consulting services
  • 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.

CA

Financial Advisors at Brightpath Wealth Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jean-Luc M. Bourdon
CRD#: 5238953
2920 De La Vina Street, Santa Barbara, CA 93105
100
Wealthminder
score

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.

2
Peter P. Kozak
CRD#: 2765784
5999 B Ridge View Street, Camarillo, CA 93012
96
Wealthminder
score

Peter Kozak (CRD# 2765784) is an Investment Advisor Representative working at Brightpath Wealth Planning, LLC in Camarillo, CA and has over 21 years of experience in the finance industry. Peter Kozak 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.

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