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Silicon Valley

Jason Pfannenstiel

Senior Wealth Advisor

1550 El Camino Real, Suite 100
Menlo Park, CA 94025

Jason Pfannenstiel

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Jason Pfannenstiel

About Jason

Jason has over 20 years of experience advising senior-level executives.

Previously, Jason was a Senior Wealth Advisor and member of the Investment Committee at Bordeaux Wealth Advisors. He was the founding partner of an SEC-registered investment firm, and he also previously worked at Morgan Stanley.

He resides in Menlo Park with his wife and two children. Jason served on the Menlo Park Transportation Commission and public policy initiatives driving economic vibrancy in the community.

Education and Professional Milestones

- University of Oregon - bachelor’s degree

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