Our Team – Jon M. Ekoniak

Jon M. Ekoniak, CFP®

Jon’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face, and is very astute at helping to simplify complex financial issues to generate long-term financial success.

Prior to joining Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of the software companies that he followed, Oracle, helping his group grow their revenues more than fivefold to over $1.0 billion. He then returned to financial services to join Charles Schwab & Co where he led a consulting team to many of the elite independent wealth management firms across the country.

Jon earned an M.B.A. from Stanford University and graduated magna cum laude from Loyola Marymount University with a B.B.A. in Finance and a minor in Economics.

Jon met his wife while they were both serving in the Peace Corps in Albania, and they are now raising three children. He enjoys various outdoor and athletic activities, including biking, hiking, tennis and softball. He and his family particularly enjoy traveling and experiencing new cultures.


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