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Podcast: Registered Investment Advisor Podcast
Episode: From Equity Analyst to Personal CFO
Description: 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 resea...