Client Service Associate
Simon joined Bordeaux Wealth Advisors in the summer of 2022 as a Client Service Associate in the Silicon Valley office. He is responsible for providing exceptional service for client’s day-to-day requests, custodial account management, and investment portfolio administration.
Prior to joining Bordeaux, Simon worked with a wealth management team at Northwestern Mutual in San Jose, California, as an associate financial advisor for 4 years.
Simon received his bachelor’s degree from University of California, San Diego, and spent a few years in Southern California before moving back to his hometown, San Jose.
Though most of his life has taken place in San Jose, Simon spent the first 10 years of his life in Jeonju, South Korea. He enjoys going outdoors, watching films, cooking, photography, and is a huge soccer fan.