Speaker
Jean-Luc Bourdon
CPA, PFS
Wealth Advisor
Lucent Wealth Planning, LLC
Jean-Luc Bourdon, CPA/PFS Jean-Luc Bourdon is the founder of Lucent Wealth Planning, a wealth management firm located in Santa Barbara, California. He has written many financial planning articles for consumer and professional publications, including AICPA publications like the Journal of Accountancy, the Tax Adviser, CPA Insider, and Wealth Management Insider. In the past, Jean-Luc served on the PFS Credential Committee and on the Personal Financial Planning Executive Committee of the AICPA. He also served on the Personal Financial Planning Committee of the California Society of CPAs and on the Buckingham Strategic Partners' Advisor Council. Jean-Luc received the 2017 Personal Financial Planning Distinguished Service Award from the AICPA. He was one of the founding coaches who helped establish the Board Certified Coach (BCC) credential.