Santa Barbara, CA (PRWEB) May 26, 2012
Pete Kozak, CFP ® and Jean-Luc Bourdon, CPA/PFS announce the combination of their wealth management experience, expertise and enthusiasm into BrightPath Wealth Planning LLC, a firm focused on helping high-net-worth families make the most of money and life.
“The public is increasingly savvy and aware of the value of a fee-only financial advisor who can integrate sophisticated investment planning with other personal finance concerns,” said Bourdon. “Yet, professionals with cutting-edge expertise who truly take the time to fully understand clients' goals are hard-to-find. Providing a high-level of expertise and personal attention is our niche,” added Kozak.
Prior to becoming BrightPath Wealth Planning, LLC the firm was known as Kozak Financial Advisory, a firm based in Camarillo, CA which Pete Kozak founded in 2004.
In the past, Kozak and Bourdon had already worked together developing a wealth management company associated with a Santa Barbara CPA firm and led it to growth and recognition.
Kozak and Bourdon now teamed again to design a firm that is independent, fee-only (no commissions) and enables them to fully pursue their passion to help clients. Through strategic alliances, such as the BAM Advisor Network (http://www.bamadvisornetwork.com), BrightPath offers extensive institutional resources, while providing a boutique level of service.
BrightPath Wealth Planning has offices in Camarillo and Santa Barbara, CA. The firm's website is http://www.brightpathwealth.com.
About Pete Kozak, CFP ®
Kozak is a board member of the Ventura County Financial Planning Association. Kozak is also a member of the Conejo Valley Estate Planning Council and a past board member of the St. John’s Healthcare Foundation’s annual Estate Planning Symposium.
About Jean-Luc Bourdon, CPA/PFS
Bourdon is a nationally-known speaker and writer. He serves on the PFS Credential Committee of the American Institute of CPAs. Bourdon also serves on the Personal Financial Planning committee of the California Society of CPAs (CalCPA). Locally, Bourdon is Personal Financial Planning chair of the Santa Barbara and Ventura Counties chapter of CalCPA.