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 traditional wealth management and real estate, although she readily acknowledges the challenges she faced along her journey.
Lea started in finance at 15
Lea's journey commenced at a young age when she began offering insurance and financial services at just 15-years-old at State Farm Insurance where she worked for almost ten years. 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. She then started her financial planning practice in 2013, and has been completely independent as a financial planner and registered investment advisory since 2017 with her partner Marc.
Female Financial Company Owners like Lea are the 1%
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 course). 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%.
Rooted in Experience, Lea and her Team at Boracchia Wiviott Wealth Partners are More than Equipped to Help Clients Achieve Financial Freedom for Generations
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. In addition, she worked for a mortgage and real estate broker for another five years and recently added passing the mortgage broker license and real estate broker license to her arsenal of ten licenses (pending NMLS issuance).
Lea is A Trailblazer in the Financial and Insurance Industry, as well as Real Estate; and Remains Dedicated to Her Clients Just As she was on Day One
Most financial planners know very little about real estate. Lea has also 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, with access to the best services where-ever they are. This is why she started another company, Imagine Equality, this one a tax exempt 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 real estate broker, licensed mortgage loan originator, real estate finance and lending professional, and certified in probates and trust, long term care; Lea is also a distinguished short sales and foreclosures resource, an accredited buyer’s agent, certified listing professional, and more. She’s also a Sports and Entertainment Wealth Management specialist. Her entrepreneurial spirit was evident from childhood, and her leadership qualities and fintech innovation acumen are clear.
Lea Was Destined for Greatness but her Journey has been anything but easy
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. Having a Dad so dedicated to his patients meant Lea didn’t see him as much as she ensures her kids see her, and her Mother was trying to make a living and worked nonstop.
The paradox of wealth is that it’s not everlasting. You have to work to maintain it and how to plan and mitigate a proper retirement from the unintended consequences of over spending, health issues, and more, like Lea has seen first-hand can rip a hole in everything. Lea is most proud to be providing her children with the best childhood she could ever have imagined would be possible, and a strong figure to coach and support them like she does her clients to achieve greatness.
A cheerleader at heart, Lea’s direct approach combined with a huge amount of love for all her clients, and an uncanning ability to connect with everyone, is a secret to her success.
She 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, where she saves and expands great companies with knowledge (and sometimes as an investor herself), including as the first major investor in City Bldr, which is now live in over 150 cities in the US and Canada; and Forbes named as the #1 company of 11 global companies transforming commercial real estate for Artificial Intelligence. Lea is a real estate financing and investment expert as well as award winning financial planning and wealth manager at Boracchia Wiviott Wealth Partners 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 in your business or personally for you or your family.
ABOUT US
Alot of women in finance look like the death they’ve endured, but Lea’s in her soul glow era!
Easter at Omni Rancho Las Palmas in Rancho Mirage.
More about the Unique to the Industry Values of Lea and Boracchia Wiviott Wealth Partners
Over ten-years of running our financial planning and investment advisory practice
Boracchia Wiviott Wealth Partners LLC was co-founded over 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.
Speaking Engagements and Coaching for the Community
Lea and her cofounder 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.
Your Average Financial Advisor does not Understand they work for a broker who sells from their own account and advises for their stockholders. They also know very little about insurance or real estate which further sets your Wealth Partners apart from the rest of the industry.
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.
Over sixty analysts and counting including at Hedgeye, advise institutions and our private clients of Boracchia Wiviott Wealth Partners and oversee asset value in the trillions
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 is proud to have partnered as the first partner in this way with their analysts at Hedgeye to help bring their services to more clients.
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, the philanthropic of which is not listed here, you can connect with her on LinkedIn; her profile lists her philanthropic activities and she likes to build community and will be glad to accept your request for connection or you can see the rest of her curriculum vitae here.
We love to support fellow local businesses. Please share how we can help you 🙌🏼🙌🏾🙌🏿. If you’re reading this, I suspect our teams have common interests.
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!
