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 $770 million1, 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 Bank 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 from 2018 to 2021*.

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

1 as of 6/24/2021
* 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 based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Areas of Specialty

  • Asset Management
  • Retirement Income
  • Retirement Planning
  • Long Term Care Funding
  • Tax Planning Strategies
  • Liquidity & Income Strategy
  • Estate Transition
  • Next Generation Planning

Education & Credentials

  • BS: Electrical Engineering, Cal Poly San Luis Obispo, 2005
  • Certified Financial Planner Certificant, 2009
  • Registrations: Series 7, 24, 66
  • Life and Health Licensed

Areas of Specialty

  • Asset Management
  • Retirement Income
  • Retirement Planning
  • Long Term Care Funding
  • Tax Planning Strategies
  • Liquidity & Income Strategy
  • Estate Transition
  • Next Generation Planning

Education & Credentials

  • BS: Electrical Engineering, Cal Poly San Luis Obispo, 2005
  • Certified Financial Planner Certificant, 2009
  • Registrations: Series 7, 24, 66
  • Life and Health Licensed
Jourdan Sy posing with his wife and children.

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