Browse by Keyword
FOUNDER & WEALTH ADVISOR
Born in Belgium, the youngest of four children raised by a single-mother, Jean-Luc Bourdon confronted issues such as budgeting and money management at an early age. He then realized the importance of planning wise financial decisions to get by and achieve personal goals, big or small. Having to choose a major in high school, it is not a surprise that he chose to study business and economics. He then applied that knowledge to put himself through college with a variety of jobs including small business entrepreneur. As a result of his lifelong pursuit of financial knowledge to enrich life, Jean-Luc has a passion for guiding clients through their own financial options and life choices. By taking a coach approach, Jean-Luc empower clients to confidently follow their chosen path. With technical expertise and perceptive insights, he provides guidance that is ultra-customized and holistic. Jean-Luc excels at blending the quantitative elements of personal finance with the qualitative pursuits in which clients find purpose. Jean-Luc has a BS in Business Administration with a Finance concentration and an Accounting minor. He is a Certified Public Accountant (CPA) who earned the Personal Financial Specialist credential (PFS) that is exclusive to CPAs specialized in financial planning.