Description
Patrick Bourbon, Financial Advisor. Espertise: Investment, Wealth Management, Expatriation.
Who is the financial advisor Patrick Bourbon?
FEE ONLY – INDEPENDENT – MANAGED MULTI-BILLION – EXPATS / IMMIGRANTS EXPERTISE
Do you have the time, desire or expertise to protect and grow your wealth?
Have you thought about your life goals and how to achieve them?
Global, Cross-Border investment expert with 20+ years’ experience with a passion for investing.
My purpose is to help executives, entrepreneurs, professionals, immigrants, and EXPATRIATES worldwide who want to enjoy FINANCIAL FREEDOM and a COMFORTABLE RETIREMENT at a chosen lifestyle by giving conflict-free advice, and optimizing their portfolios.
My in-depth experience includes asset allocation, preserving and growing wealth, risk management, and fund / ETF selection. My primary goal is to make sure that our clients have enough assets as long as they live so that they can enjoy PEACE OF MIND.
Patrick Bourbon: professional experience
- 10 years UBS
- 14 years Bourbon Financial Management
The studies
- CFA
- CFP
- MS Engineering
- MS Finance
Fees
$300-$800 per month
Google Review –
Extremely professional, passionate, and knowledgeable. Good business model, always put client’s interest first. Mr Bourbon took time to understand my personal situation and was able to help me to achieve my financial goals.
He will not gamble with your money, and will spend enough time on each individual case. He is constantly posting news, research and analysis. Good experience, overall. I recommend.