Episode 147: From Equity Analyst to Personal CFO

From Equity Analyst to Personal CFO – The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak, CFP Jon Ekoniak’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to simplify complex financial issues to generate long-term financial success. Prior to joining Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of the software companies that he followed, Oracle, helping his group grow their revenues more than fivefold to over $1.0 billion. He then returned to financial services to join Charles Schwab & Co where he led a consulting team to many of the elite independent wealth management firms across the country. Listen to this insightful RIA episode with Jon Ekoniak about transitioning from being an equity analyst to becoming a personal CFO. Here is what to expect on this week’s show: - How Bordeaux Wealth Advisors positions itself as a personal CFO for clients, offering comprehensive financial services. - How the firm specializes in tax guidance, estate planning, and investments, including alternatives like private equity and venture capital. - Why satisfied clients are a great way to lead to new client acquisition. - How Bordeaux Wealth Advisors focuses on finding the best managers for various asset classes rather than investing in individual equities. - Why it’s important to stay ahead of your clients’ needs and market trends. Connect with Jon: Links Mentioned: bordeauxadvisors.com