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Jason Pfannenstiel

Senior Wealth Advisor at Bordeaux Wealth Advisors

Jason Pfannenstiel is a Senior Wealth Advisor at Bordeaux Wealth Advisors, a position he has held since October 2018.1 With over 6 years of experience in this role, he has established himself as a professional in the wealth management industry.

Prior to his current position, Jason was a Founding Partner at Mirador Capital Partners from July 2013 to October 2018.1 This experience suggests that he has a strong background in financial services and entrepreneurship.

As a Senior Wealth Advisor, Jason likely provides financial guidance and investment strategies to high-net-worth individuals and families. His role at Bordeaux Wealth Advisors, which is based in Silicon Valley, indicates that he may work with clients in the technology sector or other industries prominent in that region.

Jason appears to be actively involved in the growth of his company. He has shared job postings for an Associate Wealth Advisor position, indicating that Bordeaux Wealth Advisors is expanding its team.3

It's worth noting that there are several individuals named Jason Pfannenstiel on LinkedIn with different professional backgrounds.2 However, the information provided about the Senior Wealth Advisor at Bordeaux Wealth Advisors corresponds specifically to the LinkedIn profile with the username jason-pfannenstiel-8540011a.

Highlights

Mar 19 · linkedin

In this time of uncertainty, U.S. stocks rebounded at one point this week after the White House announced additional fiscal plans to help cushion the economy from COVID-19. Our CEO and Managing Partner Tom Myers spoke with @USAtoday on the recent market volatility and how Bordeaux Wealth is monitoring changes to provide timely advice to their clients. <<https://lnkd.in/gZ4xXEf >> #WealthManagement #WealthAdvisors #Dow

Jan 10 · linkedin

Bordeaux Wealth is hiring! The Associate Wealth Advisor is an integral member of the client service team working closely with the senior professionals of the firm to deliver exceptional advice and service to clients of BWA. The Associate Wealth Advisor will support the firm’s Wealth Advisors and Lead Wealth Advisors by providing valuable information through financial analyses, investment portfolio construction, income tax planning and general research projects. The ideal candidate will have 5+ years of experience in wealth management or related disciplines such as investment planning, financial planning, tax planning and estate planning with a strong desire to build a successful long-term career in the wealth management industry. Please send resume with cover letter to [email protected]

Related Questions

What is Jason Pfannenstiel's background before joining Bordeaux Wealth Advisors?
What are the main responsibilities of a Senior Wealth Advisor at Bordeaux Wealth Advisors?
How did Jason Pfannenstiel transition from Mirador Capital Partners to Bordeaux Wealth Advisors?
What are some notable achievements of Jason Pfannenstiel in his career?
How does Jason Pfannenstiel's experience in the USAF influence his work in wealth management?
Jason Pfannenstiel
Jason Pfannenstiel, photo 1
Jason Pfannenstiel, photo 2
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Location

Menlo Park, California, United States