Isabelle Araujo, CFA
Associate Wealth Advisor
Isabelle has over a decade of experience in investment advisory and wealth management. She combines expertise in both constructing tailored investment portfolios and aligning investors’ unique goals with their wealth planning objectives.
She started her career in asset management, facilitating transparent communication with investors, providing insights into financial performance and market dynamics. Later, she moved to private banking, helping high-net-worth individuals connect with investment opportunities and contributing strategically to building their portfolio. Prior to joining Bordeaux Wealth Advisors, she held relationship management positions in fintech startup and venture capital.
Isabelle’s background also includes managing partnerships with single and multi-family offices and offering a wide range of investment strategies, from fixed income & public equity to more complex illiquid investments.
Isabelle holds a Master’s degree from the Stanford Graduate School of Business and a Bachelor’s degree from University of Brasilia in Brazil. She is a CFA Charter holder since 2015 and is actively involved with CFA Society San Francisco, volunteering in the Member Programming Advisory Council.
