JB
Jean-Luc Bourdon
Wealth Management Practitioner & Founder at Lucent Wealth Planning®
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Work Experience
Wealth Management Practitioner & Founder
Oct 2018 - Present · 6 years and 3 months
Wealth Management Practitioner And Principal
Sep 2011 - Sep 2018 · 7 years
Personal Financial Specialist
2003 - Sep 2011 · 8 years and 8 months
Company Details
Lucent Wealth Planning, LLC (“Lucent Wealth”)] is a registered investment advisor. Lucent provides investment advisory and related services for clients nationally. Lucent Wealth will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://www.lucentwealth.com
Year Founded
2018
Social Media
Linkedin
Industry
Financial Services
HQ Location
2920 De La Vina St Santa Barbara, California, US
Keywords
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