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Myles VanderWeele, CFP®

Principal LinkedIn

About

Myles provides investment and financial planning advice to help private and institutional clients achieve their financial goals. He has also been responsible for developing B|O|S University, an educational event, as well as a specialized program to meet the unique planning needs of attorneys.

Prior to joining the firm, Myles spent over 10 years in finance and strategy consulting working for CEB, now Gartner, and Huron Consulting Group.

Myles and his family live in San Francisco.

Education

  • B.S. in Communication Studies, Northwestern University
  • MBA in Finance and Economics, University of Chicago Booth School of Business
  • Personal Financial Planning Program, University of California, Berkeley

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Member of the Enterprise for Youth Board of Directors
  • Member of the Hearing and Speech Center of Northern California Board of Directors
  • Series 65 license holder
  • Former member of the Board of Governors for Opportunity International
  • Recipient of the 2015 UC Berkeley Extension Certificate Program in Personal Financial Planning Outstanding Student Award
  • Proficient in German
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