Jeff Chen, CAIA, CAP®, CFP®, WMCP®
Senior Associate Wealth Advisor,
Director of Financial Planning
Jeff brings a breadth of financial planning knowledge and experience to his role as Senior Associate Wealth Advisor and Director of Financial Planning. As head of our analyst group, he is responsible for driving portfolio analytics, financial modeling, and wealth preservation strategies for clients with even the most complex financial lives. He has been with Bordeaux Wealth Advisors since its launch.
Prior to his current position, Jeff spent more than 14 years working in tax planning, estate planning and holistic wealth management. Before that, he provided tax and financial planning services for individuals and closely-held businesses, specializing in financial forecasting and tax return preparation.
Jeff received his B.A. from the California State Polytechnic University, Pomona. He has been a member of the CAIA Association since 2010.
Along with his wife and two children, Jeff lives in San Francisco. His family loves to travel, and he will happily read pretty much anything he can get his hands on.