portrait of John R Bourgeois
FINANCIAL ADVISOR

John R Bourgeois

CFP®, CEPA®, AAMS™
5301 Village Creek Dr, Suite D, Plano, TX 75093opens in a new window
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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Fine Dining
  • Wine Collecting/Enthusiast
  • Football
  • Hiking

Team Members

  • Sonja Hathcock
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(972) 758-9602

Fax

(877) 269-7393

Office Address

5301 Village Creek Dr
Suite D
Plano, TX 75093opens in a new window

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