Jean Luc Bourdon | AICPA ENGAGE 2019

Jean Luc Bourdon

CPA, PFS
Wealth Advisor, Lucent Wealth Planning,LLC
Santa Barbara, CA

Jean-Luc Bourdon, CPA/PFS Jean-Luc Bourdon is the founder of Lucent Wealth Planning, a wealth management firm located in Santa Barbara, California. Bourdon formerly served on the AICPA Personal Financial Specialist Credential committee and the Personal Financial Planning Executive Committee. He received the 2018 Personal Financial Planning Distinguished Service Award from the AICPA. Bourdon is a member of CalCPA’s Personal Financial Planning Committee. Bourdon is a past presenter for CalCPA’s Dollars and Sense education workshop at the University of California in Santa Barbara. Bourdon has written many financial planning articles for AICPA publications including the Journal of Accountancy, the Tax Adviser, CPA Insider, and Wealth Management Insider. He is a contributing author to the book “Save Wisely, Spend Happily” which is the first consumer book published by AICPA. Bourdon contributed to the CPA’s Guide to Practical Retirement Planning, and the CPA’s Guide to Investment Advisory Business Models.