Our Team – Gail Koester


Gail Koester
Client Service Assistant

Gail helps to ensure that the office runs effectively and efficiently, and more importantly, she is the one whose smiling face welcomes guests to our offices. Gail has been with Bordeaux Wealth Advisors since its inception.

Earlier in her career, Gail spent over a decade in marketing and product management for a major medical diagnostics company. In addition, she was responsible for all aspects of national and regional conferences across the country for thousands of attendees.

She graduated from the University of Nevada, Reno with a degree in elementary education.

Gail was raised in the Bay Area and makes her home in Menlo Park, California. She has two grown daughters and has held a number of leadership roles with local schools and charities. Gail enjoys outdoor activities, and her favorite way to relax after hours is taking a long walk with her dog.

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