Our Team – Jason Pfannenstiel

Jason Pfannenstiel
Wealth Advisor

Jason has over 15 years advising clients on various financial transactions.

Prior to joining Bordeaux Wealth Advisors, Jason was a founding partner of a Registered Investment Advisory firm providing discretionary portfolio management services to private clients and institutions. Previously he was an advisor to private clients at Morgan Stanley. Prior to that, Jason served as an advisor to middle market companies in mergers, acquisitions and buyout transactions. Earlier in his career, he worked in the public and analyst relations division for a NASDAQ-listed technology company.

Jason earned a Bachelor of Science degree from the University of Oregon. Jason resides in Menlo Park with his wife and two children. He enjoys skiing, golf, tennis, cooking and is passionate about University of Oregon athletics. He served on the Menlo Park Transportation Commission and volunteers with various organizations dedicated to promoting economic vibrancy.

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