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Bordeaux Wealth Advisors

Locations: 1550 El Camino Real Suite 100 Menlo Park, California 94025, US + (+1 more)

Company Size: 1 - 100

Industry: Financial Services

Company Website

AI Description

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  • Lauren Scheffler profile image

    Associate at Bordeaux Wealth Advisors

  • Nick Casaccia, CPA, CFP® profile image

    Wealth Advisor at Bordeaux Wealth Advisors

  • Jon Snare, CFA, CFP profile image

    Managing Partner at Bordeaux Wealth Advisors

  • Heather Dime profile image

    Director of Administration at Bordeaux Wealth Advisors

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