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Jeff Chen Email
Director Financial Planning / Senior Associate Wealth Advisor . Bordeaux Wealth Advisors
Menlo Park, CA
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Employees:
50Revenue:
$5.2MAbout
We are an independent investment advisory and wealth management firm located in California's Silicon Valley. Our senior advisors and professionals have spent decades serving individuals and families, and we have considerable experience managing the many complexities that wealth brings — from providing comprehensive and customized solutions for growing, preserving and transferring wealth, along with highly personalized service and attention in an open and transparent environment.Bordeaux Wealth Advisors Address
3000 Sand Hill RdMenlo Park, CA
United States