Meet the RIA: Bordeaux Wealth Advisors

0 المشاهدات· 07/31/23
Meet the RIA
Meet the RIA
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Managing Partner Jon Snare, CFA, CFP explains what Bordeaux Wealth Advisors' values and investment philosophy have in common with high quality french wine. He also shares how the $4 billion RIA is helping many tech executives grow their wealth.

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