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Jon Ekoniak

Senior Wealth Advisor @Focus Partners

Menlo Park, CA, US
MOBILE NUMBERS
+14•••••••41

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WORK HISTORY

Jul 2025 — Present

Senior Wealth Advisor @Focus Partners

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 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.

EDUCATION

1995 — 1997

Stanford University Graduate School of Business

MBA

1985 — 1989

Loyola Marymount University

BBA, Finance & Economics

SKILLS

Sales EnablementBusiness DevelopmentMarketing StrategyStrategic PartnershipsLeadershipProduct MarketingConsultingEnterprise SoftwareFinancial ModelingProduct ManagementSaasAnalyticsBusiness StrategySocial MediaStrategy

ABOUT JON EKONIAK

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

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