Sean van der Wal, CFP®
Business Development Officer
Sean brings over 10 years of wealth management experience to the Bordeaux team, with a particular focus on tailored portfolio strategies and family wealth planning. Over the last decade, Sean has primarily served families in the Bay Area technology community, including executives and employees at companies such as Apple, NVIDIA, Alphabet, Square, Facebook, and Pinterest.
Prior to joining Bordeaux Wealth Advisors, Sean advised clients on investment and wealth strategies at Morgan Stanley and Charles Schwab, where he grew his practice to over $1.5 billion. Most recently, Sean co-founded a technology-focused investment firm, Drawing Capital, where he was responsible for growing the venture capital arm. Past investments included companies such as Palantir, Scale AI, Project44, Docker, UiPath, Toast, and DataRobot.
Sean is a CFP professional and a member of the Financial Planning Association of Silicon Valley. He earned his B.S. in Business Administration from California State University, Chico.
Currently, Sean resides in San Carlos, CA with his wife and two children. In his free time, Sean enjoys the outdoors, learning about new technologies, reading, and spending time in Lake Tahoe.