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Phone: (805) 764-0335

BrightPath Wealth Planning, LLC

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Together we'll shed light on the path ahead.

 

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Together we'll shed light on the path ahead.

 

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Together we'll shed light on the path ahead.

 

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About Us

We partner with clients to shed light on their path ahead and confidently take steps towards their best life.  BrightPath Wealth Planning is an independent fee-only financial planning and investment advisory firm. Independent means we are owned by Pete and Jean-Luc, the advisors who work directly with our clients.  Fee-only means we only get paid by clients for our advice and expertise. So, we never accept commissions from the sale of investments or insurance products. As a member of The BAM Alliance, we combine boutique service and institutional resources.  We believe in being transparent, resourceful and passionate experts.

Story
& History

Pete Kozak, CFP® and Jean-Luc Bourdon, CPA, PFS combined their wealth management experience, expertise and enthusiasm into BrightPath Wealth Planning LLC to help clients make the most of money and life.

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Values
& Philosophy

We believe that the right ideas, insights and intelligence can help every investor make better decisions.

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Mission
& Services

We deliver assurance in knowing that every facet of your financial life plays a role in determining your best way forward.

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Our Services

We are dedicated to providing financial planning and investment advisory expertise. As such, we are interested in the important financial decisions you face—not only in your investments. We want to understand the big picture of your financial life and empower you to shape it as you envision.

 
 

Our Philosophy

We believe that the right ideas, insights and intelligence can help every investor make better decisions.

 

Our Process

A strong planning process is the best way to create a more financially secure plan.

 

Investments

We provide confidence that comes from working with an experienced wealth advisor who values evidence over emotion, research over blind opinion.

 

Life Transitions

Life is full of transitions. Our experience confirms that people don’t mind change as much as they mind being changed.

 

Retirement Planning

We help create restful nights for our clients, knowing they have a plan that can render the market’s daily ups and downs irrelevant to their future prosperity.

 

Spend-Down Planning

Today, retirees face complex and important choices to manage their resources in retirement.

 

Elder Planning

If aging was music, it would definitely be jazz because it involves a set structure and much improvisation.

 

Legacy Planning

Legacy planning involves how we want to be cared for and how we wish to care for others.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Back in 1985, two months after Pete graduated from UCLA with a degree in Economics, his father passed away from a sudden heart attack.  Pete...

Pete Kozak, CFP®

Principal

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Blog & Events

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

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Investing in Single Family Homes

Submitted by BrightPath Wealth Planning, LLC on July 11th, 2018

When looking for an investment, many people are turning to real estate. There are a variety of ways to invest in real estate, though one of the most popular ways to invest is by purchasing income-producing property. This can be done through the purchase of multi-family apartments, commercial/retail property, or single-family homes.

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Dimensional Video on Recent Market Volatility

Submitted by BrightPath Wealth Planning, LLC on February 22nd, 2018

 

Tags:
  • dfa
  • dimensional funds
  • investing
  • market
  • volatility
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Dimensional: Recent Market Volatility

Submitted by BrightPath Wealth Planning, LLC on February 16th, 2018

Recent Market Volatility

Dimensional Fund Advisors
Wednesday, February 7, 2018

 

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  • 5999 Ridge View Street Suite B, Camarillo, CA 93012
  • 2920 De La Vina Street, Santa Barbara, CA 93105
  • 2945 Townsgate Road, Suite 200, Westlake Village, CA 91361
  • Phone: (805) 764-0335

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