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Lucent Wealth Planning®

Lucent Wealth Planning® Email Formats

Financial ServicesFlag of USSanta Barbara, California, United States1-10 Employees

Key Contact at Lucent Wealth Planning®

Flag of US

Jean-Luc Bourdon

Wealth Management Practitioner & Founder

Company overview

HeadquartersSanta Barbara, California, United States
Website
NAICS52
SIC628
Founded2018
Employees1-10
Socials

About Lucent Wealth Planning®

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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Lucent Wealth Planning® has never raised funding before.

Frequently asked questions

Lucent Wealth Planning® is located in Santa Barbara, California, US.
Lucent Wealth Planning® was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
Lucent Wealth Planning® has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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