Maggie Liu, MBA, MST, CPWA® Joins the Bordeaux Team
MENLO PARK, CA (9 August 2023) – Bordeaux Wealth Advisors, LLC (“Bordeaux”), a boutique wealth management firm with offices in Silicon Valley and Seattle, is excited to announce the addition of Maggie Liu, MBA, MST, CPWA®, as a Wealth Advisor and Director of Asian Wealth Advisory.
Maggie will work with Bordeaux’s clients, guiding their holistic wealth management needs that include tax strategy, financial planning, investment management, and wealth transfer strategies. She will spearhead the firm’s Asian Wealth Advisory practice, a seasoned multilingual team specializing in wealth management for clients of Asian heritage. Maggie earned an MBA from City University of Seattle and a Master of Science in Taxation from Golden Gate University. She obtained her Certified Private Wealth Advisor® designation in 2022.
“I am thrilled to join Bordeaux as the Director of the Asian Wealth Advisory practice,” Maggie said. “It is an honor to work with such a talented group of professionals dedicated to serving Asian investors. At Bordeaux, we understand the unique needs and aspirations of this diverse and dynamic community. Our mission is to empower our clients with comprehensive financial strategies that bridge cultures and languages, enabling them to achieve their long-term financial goals.”
“Maggie has two decades of experience and brings a unique combination of cutting-edge technical knowledge, superb communication skills, and a passion for working with clients in the Asian community,” stated CEO Tom Myers. “Her leadership will undoubtedly enable us to work with a wider set of clients from the Asian community. We look forward to the growth of our Asian Wealth Advisory practice under her direction.”
About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors provides custom and comprehensive financial and investment advisory services to ultra-high-net-worth clients across the U.S. The firm has offices in Silicon Valley and Seattle. For more information about Bordeaux, please visit www.bordeauxwealthadvisors.com.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033