About

BrightPath Wealth Planning, LLC is an independent, fee-only wealth management firm.  Through strategic alliances, such as the BAM ALLIANCE, BrightPath offers extensive institutional resources, while providing a boutique level of service.  Each client works directly with Pete Kozak, CFP® or Jean-Luc Bourdon, CPA/PFS, the principals of the firm.  BrightPath Wealth Planning has offices in in Santa Barbara, Camarillo and Westlake Village, CA. The firm's website is http://www.brightpathwealth.com.