Our Team – Anna Bowman


Anna Bowman
Associate Wealth Advisor Intern

Anna is a rising junior at the University of Notre Dame studying Finance and Anthropology. At Notre Dame, Anna performs with the Notre Dame Dance Company and researches the archaeology of the Notre Dame campus.

Anna is interning for Bordeaux Wealth Advisors for the summer. Anna will be conducting in-depth research on the value of captive insurance companies for our client business owners, evaluating various Environmental, Social, and Governance investment funds as a means to diversify and strengthen client portfolios as well as detailing the non-investment related value that clients receive from working with Bordeaux.

Anna was raised in San Jose, California and enjoys hiking, running, and swimming, as well as long drives exploring California with her family on weekends.

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