AICPA Honors Jean-Luc Bourdon with Personal Financial Planning Distinguished Service Award

Bourdon Recognized for years of dedication to the CPA financial planner profession

June 12, 2018

LAS VEGAS (June 12, 2018) – The American Institute of CPAs (AICPA) is pleased to announce that Jean-Luc Bourdon, CPA/PFS has received the AICPA’s 2017 Personal Financial Planning (PFP) Distinguished Service Award. The award, granted annually to an AICPA member whose volunteer efforts have made significant contributions to the personal financial planning profession, was presented today at the AICPA’s Advanced PFP Conference in Las Vegas.

Bourdon’s input and thought leadership have been crucial to the success of numerous personal financial planning initiatives. He currently serves as Chair of the Legislative and Regulatory Task Force where his expertise is utilized to position PFP advocacy efforts. Over the course of his four years on the PFP Executive Committee, he became a leading resource in elder and retirement planning whose forward thinking brought great value to the AICPA resources created in this area. Additionally, his work with the Personal Financial Specialist (PFS) Credential Committee helped establish the PFS Exam. 

As a member of the AICPA’s National CPA Financial Literacy Commission, Bourdon volunteered as a Money Doctor. In this public service role, he provided free guidance on basic financial planning issues to help Americans improve their financial situation. Jean-Luc’s philosophy is that the right ideas, insights and intelligence can help every investor make better decisions. This is the same outlook he promotes as co-founder and Principal of BrightPath Wealth Planning, LLC.

“Jean-Luc has been a tireless advocate of CPA financial planners, the PFP Section and the Personal Financial Specialist (PFS) credential long before he began his official committee service,” said Andrea Millar, CPA/PFS, Association of International Certified Professional Accountants Director of Financial Planning. “He is always there to support and take the lead in whatever capacity needed to help move the profession forward.”

Bourdon began volunteering with the AICPA in 2004. He has dedicated himself to helping members incorporate PFP services into their practice. Over the years, he has served as a member of various AICPA groups including the Tax Strategies for High Income Individuals Conference Committee, the Responsibilities in Personal Financial Planning Services Task Force, the PFP Thought Leadership Task Force, the PFP Emerging Leaders Task Force, the PFS Marketing Task Force and the PFP Pathway Task Force.

To help other CPAs better implement PFP services, he hosts AICPA webcasts and speaks regularly at AICPA conferences. He visits with firms and universities to promote CPAs as financial planners. He mentors CPAs as they enter into the financial planning business. He writes about financial planning and has been published in CPA Insider, Wealth Management Insider, The Tax Adviser and the Journal of Accountancy. He also shares his insight publicly and has been quoted by the Wall Street Journal, Fox Business and USA Today.

In addition to his work with the AICPA, Bourdon has had extensive involvement advancing PFP efforts in his home state of California, where he is a member of the California Society of CPAs Personal Financial Planning committee.