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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.

Related Questions

What is Jason Pfannenstiel's background before joining Bordeaux Wealth Advisors?
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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