Optimizing Your Wealth: Patrick Bourbon's Approach to Personal Investing | Patrick Bourbon, CFA, CFP - Founder of Bourbon Financial Management 00:10:00
Patrick Bourbon is a talented and dedicated investment professional with a client-centered focus, sharing his investment passion and experience. With over 15 years of investment management experience, he founded Bourbon Financial Management to help individuals and families achieve a successful and comfortable retirement. Patrick's unique combination of international experience and strong educational background provides him with significant analytical depth, optimizing wealth for his clients. His mission is to offer the best possible chance for a successful financial future, driven by his pursuit of excellence and meaningful client relationships.