Jourdan E. Sy, CFP^®

Jourdan Sy is a Managing Partner 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 $1.5 billion in assets1, 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™ certification 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 Platinum Council Advisor* (2018-2022). Additionally, he earned the Forbes Top Next-Gen Wealth Advisors** award in 2018 and 2019.

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 11/06/2023

*The Platinum Council (previously known as 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 the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

**2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.