David Hobbs, CFP®, CPA, CFA
In November 2020, David joined Bordeaux Wealth Advisors in their Silicon Valley office. David started his career at Ernst & Young in their Private Client Services group. During his time with E&Y, David provided tax preparation and gift/estate planning services for high-net-worth individuals, including CEOs, venture capitalists, and professional athletes. He enjoys providing solutions for clients, as well as getting to know each of them professionally and personally.
David graduated from Santa Clara University with a B.S. in Accounting and was a member of the Santa Clara men’s basketball team in the summer of 2016. He holds the Chartered Financial Analyst designation, is certified by the CFP Board and is a Certified Public Accountant. David is currently a member of the CFA Institute, the CFA Society of San Francisco, and the American Institute of CPAs.
David was born and raised in the Bay Area, where he enjoys watching and supporting his local professional sports teams. In his spare time, David participates in recreational basketball leagues, volunteers for Street Life Ministries, and has a passion for visiting wineries in Napa Valley.