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Awards - Lea Wiviott Boracchia

*Above and Beyond Award from [X]Press Magazine, a winner of SPJ's Best Student Run Magazine 
*Honored with incredible counsel and technologists at an event to celebrate us by a major tech company, Merrill 
*Top Advisor in the West for Advisors with the Company Under 5 Years for Almost All Calendar Year 2016 
*Top 50 Financial Planner June 2015 - June 2016 
*Helped Qualify Agency at State Farm for Select in 2013 
*Nominated by Journalism Department Chair to Represent SFSU at KQED Watchdog Conference 
*100 Lives Club if our team finished out the calendar year & we would also have been in Cabo in February (all expenses paid) at Northwestern Mutual. We knew in our hearts we made a WONDERFUL IMPACT in our clients'​ lives first & foremost by always doing what's right for clients. 
* Competed in the Regionals, and placed one away from Nationals! 
*Dean's List at California State University Northridge Dean's List at San Francisco State University Graduated from San Francisco State University Magna Cum Laude (Bachelor of Arts) 
*Recipient of the Awards for Design Excellence, the largest and most prestigious product design competition for furnishings and building materials marketed to the design and architecture trade 
*Recognized by Marin County Board of Supervisors for Excellent Policy Work

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Foreword

We are gracious for our community’s support most of all our clients and only work in subject-matter we think we can help. We share our accomplishments that press has taken notice to in our effort to help establish credibility that our proud team at Boracchia Wiviott Wealth Partners is better than the best. We provide strategic services that directly benefit our clients at the highest level possible. The team at Boracchia Wiviott Wealth Partners are community pillars and focused on raising their incredible toddler as well as dedicated to the various needs of our important clients. Some notable mentions of press are enclosed.

Advertising

Boracchia Wiviott Wealth Partners LLC has received many requests including but not limited to from Bank Rate, Annuity.org and multiple other large financial industry outlets to be featured on our site and multiple times. We pride ourselves on being objective and really appreciate the support in sharing what we feel is relevant. We do not advertise on our site but we do reserve the right to if we ever feel it could be beneficial. We will never share any identifying data about our users ever. Sometimes dollars are helpful in keeping our doors open so if this becomes something we take we will make proper updates but we have NO plans to and see no reason to at this time. Thank you kindly!

Articles

Some of Lea's and Marc's past work have shown up on front pages of magazines and well known online publications; recently a company we were involved in since the beginning, CityBldr, was named most likely to change commercial real estate by one of the big 4 leading auditing companies, PWC as well as Remi Network, a leading real estate publication among other high profile publications. The reason: typical source's values were often off. CityBldr helps uncover a home's value. The machine learning company, which Lea and Marc were involved in from the beginning as large investors and more importantly innovators, found 22% in Seattle have 20% or more additional equity. In winter, 2017 Forbes named it the #1 artificial intelligence and commercial real estate company.

Capital BW, owned and invested in by Marc and Lea only, received honorable mention by Yahoo Finance.

 

Click here for the article Lea wrote about onimania (also known as shopping addiction) and a true threat to financial security for those who are vulnerable in our community.

Lea and Marc enjoy solving big problems and helping individuals and businesses achieve their dreams no matter how big or small. We like seeing our clients flourish and uncover their true desires which can be different than what they thought. 

 

Recognition

1. Lea was Nominated by the board of Women InIT Awards for Entrepreneur and Innovator of the Year, as well as Advocate of the Year & for Forbes 30 Under 30. 2. Lea and Marc were invited to do multiple events to discuss how their practice helps entrepreneurs and other movers and shakers at the currently most high profile San Francisco based social club, Modernist, which they were invited to be early investors in, and they were asked as well as featured in April and September, 2017 and February, 2018 respectively.

2. Lea and Marc received numerous awards from Northwestern Mutual that include LEAD, Top 50, #1 in the West, #1 in the Country, Life Impact Award, Emerald, Silver, and Gold!

3. Lea was scheduled to speak at Northwestern Mutual for being one of the top 2 advisors in the firms across the West but they split ways only a couple days beforehand. The team is very proud of their commitment and insurance and financial services background that led them to create Boracchia Wiviott Wealth Partners by taking the best (and ditching the rest) from the multiple big firms they’ve been apart of and led!

4. Lea was asked to do an inspirational talk at the biggest casualty company State Farm which ended up also being a training that was very well received. Lea was also invited to be a fledging member of the elite team member group which held seminars at State Farm, where she started her financial and insurance services career.) She soon left but they were interested in her going through their agency program which was at a very young age, years ago but she was 22 and went on to lead at another fortune 100 finance company before founding her and Marc's firm, Boracchia Wiviott Wealth Partners, LLC :) to help clients at what we feel is the highest level since we have no ties to other funds nor get paid on commission; and every client we are a fiduciary for and have a signed contract. The other companies can't do this, they are paid on commission.

Speaking Engagements

For our full list of speaking engagements click here:

  1. Lea was honored and invited to mingle with female general counsel in tech companies and women entrepreneurs in an exclusive event by a high profile company specializing in IPOs, October, 2017. She was invited again in 2018 to honor her and other impressive women in tech by Merrill Corporation. 
  2. Lea was asked to speak at University of San Francisco's Women in Finance Panel with one of the leading CNN news anchors and the first female stockbroker of San Francisco.
  3. Marc was asked to and spoke with one of the largest investment banks, Deutsche in the bank’s corporate headquarters.
  4. We also have spoken at various tech coworking spaces such as the Silicon Valley Pad about issues relevant to entrepreneurial types of people and innovative companies.
  5. While in leadership at the biggest life insurance company, Marc was asked often to speak with the Fastrack class of new financial representatives which was at Northwestern Mutual, a Fortune 100 Company, which he did often.
  6. While in leadership at the biggest life insurance company, Lea was also asked and spoke to the Fastrack class of new financial representatives at Northwestern Mutual, a Fortune 100 Company.

*Pending: Lea will be speaking soon to a female organization with around 500 members. (Ask us if you want to know more about it however invitation is for organization members only.)

Privacy Note

 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
Find your freedom, become financially independent, find your best investments with us
Find your freedom, become financially independent, find your best investments with us

IF YOU HAVE YEARS OF PRIVATE WEALTH MANAGEMENT OR INVESTING EXPERIENCE OR ONLY JUST A LITTLE, YOU NEED A TRUSTED ADVISOR WHO’S SEEN IT ALL (NOBODY HAS BUT IT FEELS LIKE WE HAVE) WITH OUR TEAM’S CENTURIES OF PERSONAL AND PROFESSIONAL EDUCATION AND EXPERIENCE!


If you would like to contact us about speaking engagements, becoming a client, or other community involvement you can drop us a line at Team@MyBestLifestyle.Pro  We look forward to hearing from you and more importantly helping make an impact in your pursuit. What is keeping you or your community up at night? Please let us know, click below!




We will guide you to find the best investments and the best stocks to buy
Invest in Real Estate! We will guide you
Become successfull! Find the best investments, We will guide you!
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC
 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC

CityBldr was thought of by Lea with Marc and Bryan in Marc and Lea's apartment. Lea came up with the idea. Lea and Bryan were best friends. As the press took off, Lea and Marc were by Bryan's side happily the financial planners. As you can see Forbes ranked CityBldr #1, PWC also named them the company likely to change real estate as we know it. CityBldr found billions in arbitrage. Also, Lea was featured in invite only social club Modernist who's members include the technology elite, and only the founders and investors.

 

Below you can see some of the magazines that Lea was in as editor-in-chief and an article she wrote back in 2009 on the first Black South African to vote. Lea and Marc are major civil rights activists and very proud of the Black Lives Matter Movement and women's marches that have since occurred. 

 Create your best lifestyle with Boracchia Wiviott Wealth Partners LLC

For the full version or any more copies of press ask us! We're happy to send it.

Lea Wiviott Boracchia

Success Story: Lea Wiviott Boracchia An Inspiration To Girls and Women

Originally Published in Buzz Feed

 


Lea Wiviott Boracchia, a female entrepreneur, businesswoman and co-founder of a leading name wealth management company, tells us about her career and achievements.

 

Tags: woman/girls/female, success, entrepreneur, stock market
 

Lea Wiviott Boracchia is an entrepreneur, businesswoman, stock market expert and co-founder of a leading name wealth management company. Lea believes that girls and women can succeed and excel in any field if they are given a slight of opportunity. She herself is an inspiration to many women and girls longing to establish a career in the wealth management industry.
Although, Lea says that it was not easy to reach the heights she has ascended.

 

To keep reading about our awe-inspiring cofounder, click here

Investing in Real Estate the Customary Way, Through Long- Term Rentals

Investing in Real Estate the Customary Way, Through Long- Term Rentals

One version was published on Medium, another on our very own My Best Lifestyle Blog!

 

 

Investing in Real Estate has Many Advantages. Here We Explore Investing in Real Estate as a Long Term Rental Landlord. You have heard about this before but today’s read on Accessible Real Estate Investing is proudly brought to you by Lea Wiviott Boracchia, a renowned realtor and 3x fintech founder out of Los Angeles, California

 

 

An approach to acquire cash is by renting your property through long — term occupants and turning into a landlord from a customary perspective.

You can begin by leading a statistical survey, by taking a gander at the comparative properties that are being leased in your general vicinity. You can also reach out to a local realtor such as Lea Wiviott Boracchia, to learn more about the best real estate investing in Los Angeles, Coachella Valley and beyond...

 

To keep reading, click here

Evolution of the bitcoin price in USD

Evolution of the bitcoin price in USD and the new improvements in the cryptocurrency that exist.

Originally published in Medium

 

 

This article on bitcoin price in USD and cryptocurrency is provided courtesy of the team at Boracchia Wiviott Wealth Partners, a leading registered investment advisory and cryptocurrency expert, as well as the trailblazers of Do It Yourself Stock Market and Cryptocurrency Investing Meets Leading and Accessible Custom Financial Planning and Investment Guru.

 

The Bitcoin Price USD and beyond, as it is a digital currency evolved since its launch. As a cryptocurrency it does not depend on any banking institution, as it is decentralized. Bitcoin’s implementation in the digital market has been increasing where its price has increased with certain fluctuations.

 

To keep reading, click here

 

Investingprofits.pro in Marketwatch

 

Marketwatch features our very own InvestingProfits.Pro by our renowned Boracchia Wiviott Wealth Partners!

 

What an honor! Thanks to our incredible team we have been featured in so many leadings outlets today! Freedom is yours with your renowned investing advisors! We are your best friends for financial success! Learn what we've done to help you thrive in your best life!

 

To read this exciting press release created, like all of our services, with you in mind, please click here

 

          Maximize Your Gains & Minimize Your Losses

 


Here you can hear some of the recognition we have received from our respected clients and publications you may know!

#1

are our founders!

Together Lea and Marc have led in 3 successful financial firms!

Our team of 60 analysts are leaders across the world!

Our team's founders before and during Boracchia Wiviott Wealth Partners have had their innovative ideas or financial expertise featured in:

 

S&P Global

 

Bloomberg


Remi Network



CityLabs



Inman




Price Waterhouse Coopers


Wallstreet Journal


Seattle Times & Seattle Property Investors

 

Geekwire


BizJournals




Forbes

 

YAHOO! Finance


Kiro Chanel 7



Commercial Real Estate Development Association

 

King 5




Testimonials from Many Clients

(& a couple from our grateful colleagues)

Lea has nearly 20 years in the industry, Marc grew up in it and with our 60 analysts we have thousands of years of investing wisdom. But don't just take our word for it, see what others have to say!

 

(If you haven't seen the scroll above, you can see some copy and pasted from LinkedIn and cards scanned in since they were sent the old fashioned way!)

Rosemary Laack

Leadership Trainer

Dynamo. Committed. Refreshingly Real. Those were the first three things that came to mind when I thought about Lea. I had the honor of having her attend one of my communication workshops, and what impressed me was her ability to genuinely connect with others. In one day, she made such a lasting impression with many of the attendees. When I found out she worked for Northwestern Mutual [before they went downhill and parted ways], I was doubly impressed. My mom had worked for them at their corporate headquarters and I remember her saying "if I had not had to move, I probably would have worked there until the end." Mom just loved them and their mission. (You know that what Mom says, goes.) And what Lea adds to an already solid company is devotion to her cause of helping people achieve their life goals, BUT done in such a down-to-earth, professional way. In an industry that can feel really intimidating, Lea brings compassion and a really, healthy dose of fun. Anyone would be lucky to have Lea as their Financial Representative.

Anne V.

Client

“Thank you for helping me roll over my investment accounts so easily” (and this client sent these flowers!)

Rob Segale

Operating Executive, Segale Bros

“There’s not many people at the caliber of Marc and Lea… she’s spent so much time with me on my planning. The two of them have become indispensable to my future. My brother and I don’t trust many people…they are both well intentioned and caring of us as clients (and I know many of their clients too, and they love Lea and Marc too). Marc and Lea are worth every minute… They call their company Boracchia Wiviott Wealth Partners, LLC because they have such a pristine reputation.”

Cara Cordoni, Founder

Minerva Minded

I have resisted working with a Financial Planner for SO many reasons, reasons that I discovered are all quite inaccurate and fear based, especially when working with someone as wise, compassionate and experienced as Lea. I was amazed as the relief I felt by getting Life Insurance in place, a product that I misunderstood, until stepping back and considering what would happen to my husband and children were I to die unexpectedly. I didn't realize the weight that I was carrying around by not addressing this gap and creating a solid foundation on which to build the rest of our financial plans. Thank you Lea! I look forward to working with you for many years and hope that others recognize and work with you on the empowering services that you provide!

Rachel De Dora

M.S. in Business

Leader, PriceWaterhouse Cooper

A big thank you to Lea for inspiring me to set financial goals and keep them. Like many, I avoided and resisted since this stuff isn't the most glamorous or fun to focus on, but I really needed the help and feel so much better about the future I'm setting myself up for. I'm glad I found a trustworthy advisor to work with who also happens to be a friend and motivator. Recommend to peers.


Blake van Arnam

CPA, Seiler

“I have been fortunate enough to have had the opportunity to work with the team at Boracchia both on a personal and professional level for more than a year. As a CPA, I do a lot of work with several different advisor from all the various companies and Marc and Lea have been by far the most passionate in their line of work. I have never seen a team so dedicated and focused on helping the individual better their life and personal situation. Both Marc and Lea seem to be fueled and motivated with bettering their community and enriching a person’s life, then any bottom line profit. They both have always shown me nothing but care about my personal situation and treated me as if I was part of their family.


As a CPA I have witnessed firsthand a lot of interesting and flat out bad investment strategies, but after several conversations I am more than confident in Marc and Lea’s ability. With team Boracchia, it is clear their approach does not only take into account the greatest ROI but also the most tax efficient and smart strategy. I find it very easy to write this recommendation for team Boracchia since I have never had a bad experience.”

Bryan Copley

CEO, Citybldr

“If you’re looking for a game-changing advisor, look no further than Lea [and team]. I’ve learned over the years her services are more valuable than those of a typical financial advisor… savvy regarding personal and corporate financial matters, and will inspire you to do the things to help you achieve personal and financial success.”

Antonia Zavala

Legal Support, Michelle M. Gill

As an intern for Lea Wiviott's practice I can say that Lea is an amazing leader and mentor. She handles her practice with the utmost attention and care-- making sure that her clients are always well taken care of and informed. Every client is a priority on her list. Lea is the person you want to guide you on your financial planning she loves what she does and it is evident through her enthusiasm and attention to detail. Lea has years of experience and knowledge making her an asset to your financial planning needs. She is well informed and is wholly adamant with providing services that are genuinely pertinent and in the best interest of her clients. Interning with Lea has been a great experience-- I am walking away with knowledge that will last a lifetime and am grateful for the opportunity.


Alleona & Lloyd

PhD Student, Columbia University & Executive, Google

"Lea and Marc care deeply about their clients! If you're looking for individualized, empathic financial planning, definitely look no further! You'll be in great hands with this team! For years this team has helped us understand and manage our money, the guidance has been life-changing! They've taught us so much and we feel so much better understanding how to think about our wealth. They are invaluable. Work with Boracchia Wiviott Wealth Partners!"

Response from Lea on behalf of the whole team at Boracchia Wiviott Wealth Partners: Thank you to everyone who shares your best life - changing experience with Boracchia Wiviott Wealth Parters! Your satisfaction and happiness are our watchwords!

Krishna Malyala

Real Estate Founder, True Lifestyle Cost aka TLCengine

“I have been fortunate enough to have had the opportunity to work with the team at Boracchia both on a personal and professional level for more than a year. As a CPA, I do a lot of work with several different advisor from all the various companies and Marc and Lea have been by far the most passionate in their line of work. I have never seen a team so dedicated and focused on helping the individual better their life and personal situation. Both Marc and Lea seem to be fueled and motivated with bettering their community and enriching a person’s life, then any bottom line profit. They both have always shown me nothing but care about my personal situation and treated me as if I was part of their family.


As a CPA I have witnessed firsthand a lot of interesting and flat out bad investment strategies, but after several conversations I am more than confident in Marc and Lea’s ability. With team Boracchia, it is clear their approach does not only take into account the greatest ROI but also the most tax efficient and smart strategy. I find it very easy to write this recommendation for team Boracchia since I have never had a bad experience.”

Ruby A.

Team Member

“Marc and Lea, I am so honored to work with you in your practice. I get up excited…”

Mclean Reiter

Founder, Knotis

“Lea, Marc and their team are easily and decisively -- without question -- the best! They always offer sound financial advice to my family and I, based on our investment objectives, as well as our personal needs. They keep in regular contact with us and provide us with ongoing financial advice, as our needs change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our financial well-being, and our future. Lea and Marc are both genuine, reliable, ethical and highly recommended.”

Alethea B, Insurance Agent

"I've known Lea for a very long time, about 13 years [since she started]. I saw her begin... in her insurance career. It thrills me to see the progress she has made and where she is today... I'm sure you will be in fabulous hands!"


S W & Lory

Graphic Designer and Physician

"Boracchia Wiviott Wealth Partners were super helpful setting us up with our insurance needs. Lea & Marc are both very knowledgable, and easy to work with. They understand the financial world. I would highly recommend working with them. They are really impressive and know alot, more people should work with Lea and Marc and take their guidance seriously. The world would be a better place! Your wealth and protection is very important."


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About

Lifestyle Experts and Financial Planners, $1mil + by 30, Trailblazer of Minorities & Women in Real Estate & Investing in the Stock Market. Mompreneur. Dadpreneur. Private wealth meets your favorite motivational speaker with actionable items you can make money online from efficiently! I look forward to connecting with more badass women and men, ;) to your your best life with us as your leaders to which are the best stocks to buy right now, Lea, Marc & Team

 

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