Our Team – David K. Murdock Jr.

David K. Murdock Jr. CFP®, CLU, CIMA®
Managing Partner

Dave brings over 25 years of experience helping individuals and families preserve and enhance their wealth through comprehensive investment and financial planning.

Prior to founding Bordeaux Wealth Advisors, Dave held senior roles across the financial planning, investment advisory and wealth management industries. His past experiences encompass positions as a Partner of Silvercrest Asset Management, a Managing Director of Northern Trust Company and a Senior Manager with Ernst & Young. Dave has been named one of the Top 100 Global Wealth Advisors by Worth magazine*.

Dave earned an M.B.A. with honors from the Booth School of Business at the University of Chicago and graduated from Kansas University with a B.S. in Business Administration. He is certified by the CFP Board and holds the following professional designations and licenses: Chartered Life Underwriter and Certified Investment Management Analyst. Dave is also a member of the Financial Planning Association, the Investment Management Consultants Association and the CFA Institute.

Dave lives in San Jose with his wife Sheryl, and has two daughters. He enjoys reading, golf, running and barbecue cooking.

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