Buying or own a home? Get Financial Planning Magazine’s Tips featuring Bordeaux’s Liting Chuang, CPA. October 12, 2023 Click For Full Article
Senior Wealth Advisor, Jason Pfannenstiel, is included in this Investment News article on Maui’s recovery efforts. August 18, 2023 Click For Full Article
Bordeaux Managing Partner, Jon Ekoniak, CFP®, weighs in on debt reduction in this Investment News article. August 15, 2023 Click For Full Article
Senior Wealth Advisor, Jave Ragan, CFP®, CPA is featured in this CBS News article on funding higher education. August 9, 2023 Click For Full Article
Managing Partner Jon Ekoniak, CFP® weighs in on the current market in this article from CNN. July 31, 2023 Click For Full Article
Bordeaux Co-Founder & Managing Partner Dave Murdock, CFP®, CLU, CIMA is featured in this Vanguard article on direct indexing. July 24, 2023 Click For Full Article
Managing Partner Jon Snare, CFA, CFP® shares his insights in this Asset TV interview. July 24, 2023 Click For Full Article
CIOs On Artificial Intelligence: Proceed With Caution. Managing Partner Jon Ekoniak, CFP® is featured in this Family Wealth Report article. July 11, 2023 Click For Full Article
Managing Partner Jon Snare, CFA, CFP® was featured on TD Ameritrade’s Morning Trade Live with Oliver Renick. Click below for the full recording. July 11, 2023 Click For Full Article
Bordeaux Wealth Advisors Names COO. Phil Platt is featured in this 425Business article. June 9, 2023 Click For Full Article
