Jourdan Sy Bio

Jourdan Sy Portrait

Jourdan E. Sy, CFP®

Managing Director

Jourdan Sy is a Managing Director of Presidio Group Wealth Management, a premier practice skilled in Investment Management, Portfolio Construction, and Insurance. Presidio Group is a renowned practice in Tucson, Walnut Creek, and Chico, managing over $650 million*, with clients in over 40 states. The team provides comprehensive planning with combined experience of well over 100 years.

Jourdan grew up in San Ramon, California and earned his BS in Electrical Engineering from Cal Poly San Luis Obispo in 2005. Jourdan began his career in the financial services business with Banc of America Investment Services, Inc. in 2007 and obtained the CERTIFIED FINANCIAL PLANNER designation in 2009. Through his affiliation with Wells Fargo Advisors Financial Network, Jourdan has been designated a Senior Private Investment Manager, PIM Portfolio Manager and a Premier Advisor**.

Jourdan and his wife, Gigi, a healthcare professional with Kaiser Permanente, welcomed their son, Caden, in early 2017 and daughter, Cameron in 2019. Residing in San Ramon, they live an active lifestyle to balance out their culinary adventures. Jourdan enjoys hiking, biking, playing indoor soccer, 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.

CA Insurance License #: 0H01558. State of Residence: CA

* as of 11/10/2020
** The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors FInancial Network as measured by completion of educational components, business production and professionalism. Additional critera, including length of service, may also be used to determine recipients.

Jourdan Sy posing with his wife and children.

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