Our Team – Thomas C. Myers

Thomas C. Myers CFA, CPA, CFP®
CEO & Managing Partner

Tom has over 30 years of wealth advisory services experience and a deep background in investments, finance and taxation. Tom leverages his extensive experience to help our clients develop and maintain long-term strategies for preserving and enhancing their wealth.

Prior to founding Bordeaux Wealth Advisors, Tom was a partner and held senior roles at preeminent wealth management, trust, and accounting firms, where he served private individuals, families, senior executives and entrepreneurs. Tom has been consistently recognized over the past 10 years as one of the nation’s top financial advisors by Barron’s*.

Tom earned an M.B.A. from the Wharton School at the University of Pennsylvania and graduated cum laude from Miami University in Oxford, Ohio with a B.S. in Business Administration (Accountancy). He holds the Chartered Financial Analyst designation, is certified by the CFP Board, and is an inactive Certified Public Accountant. Tom is currently a member of the CFA Institute, the CFA Society of San Francisco, and the American Institute of CPAs.

Tom and his wife live in Menlo Park, California, and have three grown children. He enjoys tennis, golf, and various other outdoor activities. Tom also enjoys traveling, reading and has a passion for wine.