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 firm in Tucson, Walnut Creek and Chico, managing over $837 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 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* (2018-2022).

Jourdan and his wife, Gigi, a healthcare professional with Kaiser Permanente, have three young and energetic children, Caden, Cameron and Charlotte. Residing in San Ramon, they live an active lifestyle to balance out their culinary adventures. Jourdan enjoys hiking and biking with the family along with attending Golden State Warriors games.

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

1 as of 5/27/2022
* The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) 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, Gigi, and children, Caden, Cameron and Charlotte

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