http://www.bordeauxwealthadvisors.com

Bordeaux Wealth Advisors

Wealth Advisory Intern

June - August 2019 • Menlo Park, CA

What I liked

Interns are able to explore different areas such as investments and real estate and they work closely with the wealth advisors.

What I wish was different

I wish there was more team bonding and mentorship for interns

Advice

Ask the professionals lots of questions! They're very open to discussing different areas of finance
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Wealth Advisory Intern

June 2018 • Menlo Park, CA

What I liked

The office has great culture—everyone was very welcoming. It was great having real responsibilities as well, as everyone in the office was not only willing to offer help but also to ask for it from me.

What I wish was different

I wish I had lived a little closer, the traffic was really tough! Other than that, I wish that I could have had a few more quantitative projects, although I did get a few still.

Advice

Take an opportunity even if it's not necessarily in a field you think you're interested in, because you'll meet some great people and learn a lot along the way.
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