Martin Sobolewski, CFA, CFP®
Martin joined Bordeaux Wealth Advisors in the Fall of 2020 as a Wealth Advisor in the Seattle office. He has almost 20 years of experience in the financial services industry, helping high net worth families and individuals achieve their financial goals through the design of integrated financial plans and customized investment portfolios.
Prior to joining Bordeaux Wealth Advisors, Martin had senior roles as a Senior Investment Consultant with City National Rochdale, a Financial Advisor & Portfolio Manager with JP Morgan, and as a Regional Director with Dimensional Fund Advisors.
Martin earned an MBA from UCLA’s Anderson School of Management and a BA with a major in Finance & Information Systems from the University of Washington. He holds the Chartered Financial Analyst designation and is a Certified Financial Planner candidate. He is a member of the CFA Institute, the CFA Society of Seattle and the Financial Planning Association of Puget Sound.
Martin lives in Seattle and enjoys international travel and exploring countries he’s never visited, outdoor sports and recreation, art, design and architecture, discovering new restaurants, cooking, and watching sports.