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Myles VanderWeele, CFP®


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 annual educational event, as well as a specialized program to meet the unique planning needs of attorneys.

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

Myles and his family live in San Francisco.

  • BS in Communication Studies, Northwestern University
  • MBA, Finance and Economics, University of Chicago Booth School of Business
  • Personal Financial Planning Program, University of California, Berkeley
  • Myles VanderWeele is a CERTIFIED FINANCIAL PLANNER™ professional
  • Member of the Enterprise for Youth Board of Directors
  • Member of the Hearing and Speech Center of Northern California Board of Directors
  • 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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