Podchaser Logo
Home
Meet the RIAEpisode from the podcastMeet the RIA
Next Episode
Meet the RIA: Bordeaux Wealth Advisors

Meet the RIA: Bordeaux Wealth Advisors

Released Monday, 31st July 2023
Good episode? Give it some love!
Meet the RIA: Bordeaux Wealth Advisors

Meet the RIA: Bordeaux Wealth Advisors

Meet the RIA: Bordeaux Wealth Advisors

Meet the RIA: Bordeaux Wealth Advisors

Monday, 31st July 2023
Good episode? Give it some love!
Rate Episode
About
InsightsPodchaser Pro
Reviews
Credits
Lists
Transcript

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.

Show More
Rate
Get this podcast via API

From The Podcast

Meet the RIA

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.

Join Podchaser to...

  • Rate podcasts and episodes
  • Follow podcasts and creators
  • Create podcast and episode lists
  • & much more

Episode Tags

Do you host or manage this podcast?
Claim and edit this page to your liking.
,

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features
Podchaser Logo

Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More