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.
Want to check another podcast?
Enter the RSS feed of a podcast, and see all of their public statistics.
This website doesn't track the visitors or use any cookies. Made by Alex Barredo. Send your feedback to alex@barredo.es.