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Jean Luc B
PFS™, Series 65
Santa Barbara, CA
Lucent Wealth Planning, LLC
Jean Luc Bourdon is a financial advisor at Lucent Wealth Planning, LLC in Santa Barbara, CA, holding the PFS™ designation and Series 65 license with 19 years of industry experience. He has worked at Lucent Wealth Planning since 2018 and previously operated as a sole proprietor and at BrightPath Wealth Planning. Lucent Wealth Planning provides wealth management, discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing asset allocation, diversification, and low-turnover passive funds.
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