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American Institute of CPAs - Personal Financial Planning (PFP)

Feb 25, 2022

Jean-Luc Bourdon, CPA/PFS has worn many hats in his career including accountant in corporate America, CPA tax professional, and owning his own wealth management firm. He shares his story and wisdom he has gained along the way in the fourth episode in this new podcast series hosted by Lyle Benson, CPA/PFS.  Jean-Luc discusses:

  • What it takes for CPA firms to be successful in wealth management
  • His chef’s table ultra-customized approach to his client services
  • How he learned to be present and empathetic with his clients
  • His proactive “retirement tribe” framework
  • How he opened his eyes to the importance of self-care
  • Why defining purpose and values provides meaning to our lives

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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