Jon Snare CFA®, CFP®
Jon joined Bordeaux Wealth Advisors in January of 2020 as the Managing Partner of the Seattle office. He has nearly 30 years of financial advisory experience. During his career, he has worked with high net worth families and individuals to reach their financial goals by designing integrated financial plans and building customized investment portfolios.
Prior to joining Bordeaux Wealth Advisors, Jon had senior roles as a Senior Investment Strategist with Wells Fargo Private Bank and as a Senior Manager with Deloitte & Touche.
Jon earned an M.B.A. from Wayne State University and a B.A. with a major in Finance from the University of Nebraska. He holds the Chartered Financial Analyst designation and the Certified Financial Planner designation. He is a member of the CFA Institute, the CFA Society of Seattle and the Financial Planning Association of Puget Sound. Additionally, he is an Adjunct Faculty Member at the Albers School of Business at Seattle University where he teaches graduate Finance classes.
Jon lives in Bellevue, WA with his wife Jane. They have two grown children. In his spare time, Jon enjoys traveling, cooking, exercising, reading and watching sports.