Ashwini, Young Professional

Ashwini is a fast-rising young professional.  She worked in consulting, has a top-tier MBA and is now an M&A VP at an investment bank.  She has always found a way to partner with really bright people who can contribute to her ultimate success. She is single, career-focused and is planning to settle down in the next few years.  While she hasn’t reached financial independence, she has the earning power to get there.

She understands the value of good advice and actively sought out comprehensive financial guidance while most of her friends were merely dabbling in their financial affairs.

COVID-19 UPDATE: We take the health of our employees, clients and community as a top priority. During the COVID-19 crisis, the team at Bordeaux Wealth Advisors will be working remotely and are committed to remaining accessible to those we serve. We will continue to provide financial guidance and advice to help you navigate this challenging financial environment. Please do not hesitate to contact us at 650-289-2927