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Bordeaux Wealth Advisors

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Facts about Bordeaux Wealth Advisors

Description
We are an independent investment advisory and wealth management firm located in California’s Silicon Valley. Our senior advisors and prof...
Website
bordeauxwealthadvisors.com
HQ Location
Menlo Park, California, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Social media accounts of Bordeaux Wealth Advisors

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@bordeaux-wealth-advisors

Bordeaux Wealth Advisors employees

Tom Myers avatar
Tom Myers
CEO, Managing Partner, and Senior Wealth Advisor
John Tashjian avatar
John Tashjian
Head Trader and Client Service Professional
Amy Ellisor avatar
Amy Ellisor
Marketing Director
Chao Zheng avatar
Chao Zheng
Director of Investment Research
Chloe Li avatar
Chloe Li
Associate Wealth Advisor
Justin Dime avatar
Justin Dime
Wealth Management
Phaby Utomo avatar
Phaby Utomo
Wealth Advisor
Nick Casaccia avatar
Nick Casaccia
Wealth Advisor
Kyle Gionet avatar
Kyle Gionet
Wealth Advisor
Fabian Garces avatar
Fabian Garces
Wealth Advisor
Gregory Camperos avatar
Gregory Camperos
Associate Wealth Advisor
Lane Hustead avatar
Lane Hustead
Wealth Management Associate
Phil Platt avatar
Phil Platt
Chief Operating Officer
Allison Kollar avatar
Allison Kollar
Wealth Advisor
Martin Sobolewski avatar
Martin Sobolewski
Wealth Advisor
Dave Murdock avatar
Dave Murdock
Managing Partner
Jon Snare avatar
Jon Snare
Managing Partner
Jason Pfannenstiel avatar
Jason Pfannenstiel
Senior Wealth Advisor
Jave Ragan avatar
Jave Ragan
Wealth Advisor
Miles Amodeo avatar
Miles Amodeo
Wealth Advisor Associate
James Hering avatar
James Hering
Managing Partner
Tyler Johnson avatar
Tyler Johnson
Wealth Advisor
Megan Mills avatar
Megan Mills
Wealth Advisor
Brian Vowinkel avatar
Brian Vowinkel
Partner

Frequent questions about Bordeaux Wealth Advisors

How many employees does Bordeaux Wealth Advisors have?
Bordeaux Wealth Advisors has approximately 11-50 employees.
What is Bordeaux Wealth Advisors's industry?
Bordeaux Wealth Advisors is involved in the industry of Financial Services.
Where is Bordeaux Wealth Advisors's headquarters?
Bordeaux Wealth Advisors's headquarters is located in Menlo Park, California, United States.
What is the website of Bordeaux Wealth Advisors?
You may visit their official website at https://bordeauxwealthadvisors.com
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