Jon Ekoniak, CFP®, CDFA® — Senior Wealth Advisor · Focus Partners

Jon Ekoniak, CFP®, CDFA® — Senior Wealth Advisor · Focus Partners · Menlo Park, California, United States.

Direct contact

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About

Our team helps simplify the complex financial lives of families and individuals.

My background is rooted in financial services, yet I also spent over a decade as a tech company executive, experiencing firsthand the challenges and opportunities that executive success brings.

Through detailed tax planning, portfolio construction (including private investments, real estate and alternative investments) and comprehensive financial planning, we enable our clients' financial well-being so they can live the life they want to live.

Experience

Senior Wealth AdvisorCurrent
Focus Partners
Jul 2025 – Present
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Bordeaux Wealth Advisors merged with Focus Partners Wealth in July, 2025. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.
Managing Partner & Sr. Wealth Advisor