Meet Lea Wiviott Boracchia
Lea Wiviott Boracchia, an accomplished entrepreneur, stock market expert, and co-founder of a prominent wealth management company, is a firm believer in the potential of girls and women in any field, given the right opportunities. She serves as an inspiration to countless women and girls aspiring to establish careers in wealth management, although she readily acknowledges the challenges she faced along her journey.
Lea's journey commenced at a young age when she began offering insurance and financial services at just 15 years old. Instead of treating it as a passing interest, she dedicated herself to enhancing her knowledge and expertise in the stock market and private wealth management.
What many don’t realize is that finance companies are still 98% owned by white men, and 99% run by men (source: Kaplan Sports and Entertainment Wealth Management certification). Wallstreet is already an industry that Lea doesn’t have the same motivations as most her colleagues in. She never aspired to be a wealthy person through it, she just wanted to help people, same with Marc who notably is a minority in the industry too. Nowadays the duo’s story is important because they are not a franchise, their investment advisory was started, and is owned and run by them; and this makes Boracchia Wiviott Wealth Partners the 1%. The reason why is even today Lea, a woman, and Marc, who grew up Spanish speaking started the firm and thus are again the 1%.
Women and minorities should have independent leaders at the helm in vast and higher numbers than 1%. With over 20 years of experience in the investment world, Lea's professional journey led many and she has held virtually every role in wealth management firms. From serving as a Risk Management Expert and Insurance Agent at State Farm to achieving the position of top financial advisor at Northwestern Mutual San Francisco, she consistently shattered gender barriers.
She also has been an outspoken proponent on getting away from the self-regulating nature of Wallstreet’s brokerage world because it is not serving the clients it’s supposed to. Her interest is to bring equality to both clients and other advisors. This is why she started Imagine Equality, the nonprofit dedicated to advancing the interests of other under-represented; and needing proper representation, individuals.
Lea holds her series 6, 63, 65, property, casualty and life and health licenses. She’s also a realtor and certified in probates and trust, long term care, and more. She’s also working on her Sports and Entertainment certification in Wealth Management. Her entrepreneurial spirit was evident from childhood, and her leadership qualities and fintech innovation acumen are clear.
Lea grew up with a single Mom who is a long-time realtor and had the #1 vase company in Europe, the Flex Vase. Her Dad was very involved but is also a busy respected physician and leader at San Francisco’s largest private hospital, the original Stanford in San Francisco which is now California Pacific Medical Center.
She also led SF State’s magazine as editor-in-chief which she was nominated for and graduated in journalism with honors, nearly all As from San Francisco State University. Lea’s diverse experiences in various positions at different firms contributed to her incredible mastery of complex private wealth management issues. She channels this knowledge into multiple successful startups, a real estate investment expert as well as in Boracchia Wiviott Wealth Partners LLC which is now 10 years old.
Contact us and see how we can help you live better than you’ve been today; and plan to be in the most powerful position for your family.
ABOUT US
Easter at Omni Rancho Las Palmas in Rancho Mirage.
Boracchia Wiviott Wealth Partners LLC was co-founded ten years ago in 2013 originally as Team Boracchia. Lea and her partner Marc Boracchia went completely independent as Boracchia Wiviott Wealth Partners in 2016 after working primarly for Northwestern Mutual San Francisco. They built a leading practice that focused on investments and insurance there but upon going independent they started over in many ways. Boracchia Wiviott Wealth Partners, by getting away from the conflicts of interest in the brokerage world, offers a wider array of services these days than most firms.
Lea and Marc employ and mentor many in the industry through Boracchia Wiviott Wealth Partners. They also speak on exit strategies and other business and financial matters at local companies and educational bodies such as our local Coachella Valley Women’s Business Center.
As independent from any company issuing insurance or investments, the services at Boracchia Wiviott Wealth Partners include but are not limited to financial planning, cash flow projections, major purchase decisions, estate planning, planning for education, qualified and nonqualified deferred compensation, executive benefit planning, business succession planning and more.
The team accomplishes these services for clients by providing expert guidance on stock market and banking options, insurance, asset allocation, and high-level custom financial planning and management. Boracchia Wiviott Wealth Partners constantly looks to maximize their benefits for consulting clients.
Their innovative approach extends to understanding the risks associated with the stock market, real estate, estate planning and private wealth management. Lea and her team offer inspirational and attentive stock market advice across all segments in a customized approach that makes it easily digestible for clients.
The firm's core team of investment experts across the sectors caters to clients' specific needs, delivering exceptional service, leading research, and a client-first approach.
Boracchia Wiviott Wealth Partners' primary mission is to empower clients, including but not limited to women and others who are at disadvantages, to achieve or maintain financial freedom for generations to come. Lea's unwavering determination fueled her remarkable success, dispelling what may seem impossible to many. She aims to convey that age and gender should never be barriers to success, especially for younger adults like she was when she started 20 years ago.
For Lea’s full professional or philanthropic curriculum vitae, you can connect with her on LinkedIn; she likes to build community and will be glad to accept your request for connection here.
It ‘s so hard to get the whole team together but from left to right is Alli, Sharon , Lea, Marc. More photos will be up soon of the guys!
Meet Marc Boracchia
Marc, like Lea, also went to California State University Northridge and San Francisco State University. In addition he went to West Los Angeles College prior, and graduated from University with a political science degree. He has travelled to over thirty countries and over a dozen states too; and speaks multiple languages. He has immense leadership and is series licensed with his series 6, 63 and 65. He also earned his life and health license and certification in long term care planning. He grew up in the venture capital and bring companies to market business.
Marc has been a part of grooming numerous companies to market including multiple acquisitions. This includes teams that brought now multi billion dollar company BioMed to market early on, which IPOd. Marc has been involved in countless niche medical launches and acquisitions. Marc has over 10 years of experience in the financial services industry, while having another 4 year apprenticeship with a top CEO in the medical device industry that taught him how to run a successful business.
Marc worked closely with the CEO to help strategize and gain market share for the manufacturers B + A partnered with. The CEO, Ed Boracchia, was one of Biomed’s (purchased by Zimmer) first distributor in the US. Marc learned what it took to help grow market share for new medical technology, manage a sales team, communicate with orthopedic surgeons and consultants, and run a profitable business. The learnings have helped Marc tremendously in his growth as a professional. Every position Marc has had he was recruited or nominated by peers to achieve. This also includes while in school working for Somersize and Suzanne Somer’s son Bruce’s production company, Sincbox Media.
Everybody wants Marc on their team, and we are excited through Boracchia Wiviott Wealth Partners to be part of our clients’ long-term financial success as their trusted and loyal partner for many years now. For Marc’s full bio, if that’s important to you, you can connect with him at his professional community on LinkedIn here. These days you are most likely to find Marc on the golf course, with his children doing various kid’s activities around Greater Palm Springs; and he is excitedly planning the first workshop as well for their nonprofit Imagine Equality, to help the community develop the necessary skills to lead into the future.
My equipo hablamos Espanol.
Meet Sharon
Meet Sharon, Our In-House Certified Transaction Coordinator and Financial Support Representative!
With two decades of experience in the real estate industry, and having passed the insurance exam, Sharon brings a wealth of knowledge and a deep understanding of California's real estate and insurance landscape. As a native Californian, she has a profound connection to the local market.
Sharon's commitment to excellence is evident in her dual role as a certified transaction coordinator, certified legal document preparer, and financial support representative. Her expertise extends beyond various aspects of real estate and insurance, making her an invaluable asset to our team.
Beyond her professional proficiency, Sharon's nurturing side shines through. Born and raised in Southern California, she takes pride in her roots and extends that care to our clients. Her genuine commitment to their success sets her apart.
At the heart of Sharon's approach is a blend of intelligence and compassion. Her dedication to keeping client files current reflects her meticulous nature, ensuring that every detail is in place. Clients can rest assured that Sharon and our dedicated team are here to guide them through every step of the process.
We consider ourselves fortunate to have Sharon on board, and we invite you to let her expertise and our team's support help you plan for what matters most to you. With Sharon by your side, achieving your real estate goals becomes a seamless and rewarding journey.
Experience the difference Sharon and our team can make—let's accomplish your financial dreams and beyond together!
Our Team
Everyone on our team is background checked and we check against ALOT - OFAC (and don’t hire people on this list), adhere to Anti Money Laundering and every other process a registered firm like ours is supposed to. We actually take it one step beyond in all we do! Your money is important to us, and we treat it as such 🙌🏿 🙌🏻 🙌
Meet Sara
Sara has been with our firm for 5 years. She is our investment operations associate. In her spare time Sara loves studying for new degrees.
Meet Alli
Originally hailing from the Bay Area, Alli brings a wealth of experience as our esteemed assistant to the wealth partners. With a solid background as an office manager in private equity and healthcare for over a decade, she has honed her skills in managing complex financial matters.
Alli is not only a financial expert but also a wordsmith, having studied journalism at Chico with a concentration in public relations. This unique blend of financial acumen and communication skills makes her an invaluable asset to our team.
Having split her time between the Bay Area and the desert, Alli is a true bilocal, blending the vibrancy of the Bay Area with the tranquil allure of the desert. Recently, she made the exciting decision to make the desert her primary residence, bringing her expertise and enthusiasm to our team.
In the dynamic world of real estate transactions, Alli steps in whenever an extra hand is needed. Her extensive financial background, coupled with her experience in serving 15 partners simultaneously, makes her an invaluable asset. We are truly fortunate to have her expertise at our disposal.
As the saying goes, "If you can't handle the heat, stay out of the desert." Well, Alli not only handles the heat but thrives in it! Her adaptability and commitment shine through in every task she undertakes.
We are thrilled to have Alli on our team and look forward to the positive impact she will undoubtedly bring to all areas of our operations. With her on board, navigating the intricacies of financial management and beyond becomes a seamless and rewarding experience.
Feel the difference having Alli and our dedicated team by your side—let's embark on your journey to financial success together!
Here is Albert with one of his children, his youngest.
Meet Albert
Albert’s formal education includes B.A. in Linguistics with a minor in Communicative Disorders from San Diego State University. He also received his master’s degree in Adult Education. He taught English as a Second Language to the migrant workers of the Coachella Valley for over 20 years. Albert considers himself a life-long learner spending many hours reading about economics and how it affects our purchasing ability.
His passion for learning and putting to practice what he’s learned towards finance and entrepreneurship. He ran his own translation services, Lin-Grad, participated in several start-ups such as Candies-by-Mikey a gumball machine route, Corella’s Wood-Fired Pizza, a mobile brick-oven pizza-catering service, and Rich Investments Inc, real estate investment and property management firm.
He loves traveling. He and his wife, Teresa have traveled from Hawaii, back to New York, up to Canada and down through Mexico. They were able to tour 8 European countries within 16 days.
He was in awe as he drove through the splendor of California coast from San Diego north into Shasta Lake and up to Bend, Oregon.
Originally from Sonora, Albert’s family immigrated to the Coachella Valley in 1978. He and his baby-brother were raised by a single mother who worked as a hospital housekeeper during the day and cleaned more houses as a side hustle in the evenings. She would take Albert along for the extra help. He learned from a very young age the definition of hard work and sacrifice.
But with that same grit, Albert is determined to help others achieve their financial goals. He believes his mission: to inform and provide individuals with the tools necessary to achieve success. Every individual should have the opportunity to succeed. He has dedicated himself to that cause both in education and in finance.
Meet Rome
Introducing Rome, originally from Florida, who grew up as a dedicated farmer. Rome has a steadfast commitment to making a meaningful impact on both the community and future generations through the avenue of wealth management.
Having served eight years in the United States Marine Corps, Rome's journey has been defined by a resolute dedication to serving his country and striving for a brighter future. Transitioning seamlessly from military service to civilian life, he pursued higher education, culminating in the attainment of a Bachelor of Science degree and a project management certification.
Rome's professional trajectory is marked by versatility, having assumed roles ranging from property management with Vacation Palms and Wyndham Worldwide to teaching and coaching within the Palm Springs Unified District. Whether mentoring women's basketball teams or leading the Junior Varsity football squad, he consistently endeavors to inspire excellence and foster growth.
Beyond his professional endeavors, Rome has immersed himself in various roles, including security, community outreach, and postal services, affording him invaluable insights into the societal landscape. His travels have brought him into contact with exceptional individuals who share a common vision for a better tomorrow.
Now, Rome is on a mission to assist the community in preserving, protecting, and augmenting their hard-earned capital. Join him and Boracchia Wiviott Wealth Partners on this journey as together, we navigate life's unpredictable terrain and seize every opportunity for growth and prosperity.
Together, with our whole team we will continue to script a narrative of success and empowerment for our clients.
