Our team

Our people are our greatest asset, and we seek to maximize their potential so they may bring immense value to the clients that we serve. Throughout our entire firm, we strive to provide exceptional advice and perspective on every facet of our clients’ financial lives. Our talented professionals bring decades of experience and a relentless pursuit of excellence in everything we do. We invite you to learn more about the members of our team.


COVID-19 UPDATE: We take the health of our employees, clients and community as a top priority. During the COVID-19 crisis, the team at Bordeaux Wealth Advisors will be working remotely and are committed to remaining accessible to those we serve. We will continue to provide financial guidance and advice to help you navigate this challenging financial environment. Please do not hesitate to contact us at 650-289-2927