Lucent Wealth Planning, LLC

Lucent Wealth Planning, LLC (CRD# 297447) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $95,560,974 in 161 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2920 De La Vina Street, Santa Barbara, CA 93105
https://lucentwealth.com/
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $593,546
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

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

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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