Jourdan E. Sy, CFP®

Managing Director

Earning his B.S. in Electrical Engineering from Cal Poly San Luis Obispo in 2005, Jourdan began building a career in financial services with Banc of America Investments Services, Inc. in 2007. Jourdan and his wife, Gigi, a healthcare professional with Kaiser Permanente, welcomed their first son, Caden, in early 2017. Residing in San Ramon, they live an active lifestyle to balance out their culinary adventures. Jourdan enjoys playing indoor soccer, visiting Hawaii, and attending Golden State Warriors games. On the weekends, you can often find Jourdan and his family discovering local breweries or spending time at the dog park with their overly-friendly boxer/pitbull mix, Spartacus.