Patrick  Bourbon,  CFP<sup>&reg;</sup> - Financial Advisor

Patrick Bourbon, CFP®

CFA,

Your Personal CFO

Bourbon Financial Management

616 W Fulton, Ste 411
Chicago, IL 60661
FINANCIAL ADVISOR'S WEBSITE
(312) 909-6539 CONNECT WITH Patrick
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General

Patrick Bourbon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bourbon Financial Management in Chicago, IL and the surrounding communities.

Financial Advisor Overview

Specialized on European Expatriates and Retirement Planning

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Masters in Finance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Cross-border Planning, Investment Management, Irregular Income, Getting Married, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources