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Kozak and Bourdon launch new wealth management firm in Ventura and Santa Barbara counties

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Pete Kozak, CFP and Jean-Luc Bourdon, CPA/PFS have teamed up to launch BrightPath Wealth Planning LLC, a wealth management firm catering for high-net-worth families in Ventura and Santa Barbara counties in California.

“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,” says

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,” says 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.

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