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Lane Hustead

Wealth Management Associate at Bordeaux Wealth Advisors

  • LinkedIn

I am a Licensed California CPA with Big 4 experience in Audit and Individual Tax Services. I am currently working at Bordeaux Wealth Advisors in Menlo Park as an Associate Wealth Advisor ...

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BORDEAUX WEALTH ADVISORS

BORDEAUX WEALTH ADVISORS

  • description Description
    We are an independent investment advisory and wealth management firm located in Californias Silicon Valley. Our senior advisors and professionals have spent decades serving individuals and fa...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Bordeaux Wealth Advisors Org Chart and Mapping

Employees

Alyssa Haught

Director of Operations

David Hobbs

Associate Wealth Advisor

Maggie Liu

Wealth Advisor/Director of Asian Wealth Advisory

Adrian Galer

Finance and Operations Analyst

Tom Myers

CEO, Managing Partner, and Senior Wealth Advisor

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