Bordeaux Wealth Advisors
We are an independent investment advisory and wealth management firm located in Silicon Valley and Seattle. We manage the complexities that come from having significant wealth - including tax planning and strategies, managing concentrated stock positions, retirement planning, investment management, legacy and philanthropic planning and more. Our fiduciary model offers highly personalized service and attention in a transparent, fee-only environment.
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Verified contacts
11
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
195
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JT
John Tashjian
Head Trader and Client Service Professional · Finance & Accounting
EmailPhone - FC
Fabian C. Garces
Wealth Advisor · Finance & Accounting
EmailPhone - AG
Adrian Galer
Finance and Operations Analyst · Finance & Accounting
EmailPhone - DH
David Hobbs
Associate Wealth Advisor · Finance & Accounting
EmailPhone - GK
Gail Koester
Client Services Assistant · Customer/Client Service
EmailPhone - BV
Brian Vowinkel
Partner · General Business & Management
EmailPhone
Showing 6 of 11 verified contacts
Top roles at Bordeaux Wealth Advisors
8 distinct titles indexed · top 8 shown.
- 2associate wealth advisor
- 2wealth advisor
- 1client services assistant
- 1client services associate
- 1director of administration
- 1finance and operations analyst
- 1head trader and client service professional
- 1partner
Sign up to unlock all 11 contacts at Bordeaux Wealth Advisors
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