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Success Story: Lea Wiviott Boracchia An Inspiration To Girls and Women 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.
“It took me quite a long time to develop a voice, and now that I have it, I am not going to be
silent.” ~ Madeleine Albright
The statement was taken by heart by Lea, a Californian based entrepreneur, wealth manager and co-founder of Boracchia Wiviott Wealth Partners LLC. Remember the time, when the stock market and wealth management industry was predominated by the males?
But, defying all the odds, Lea has established a name for herself as a stock market expert and entrepreneur business woman in the industry.
Lea’s Early Years
Teenage Girl Financial Advisor
She started giving insurance and financial services as early as when she was just a 15 year old girl. Although, instead of managing it as a one-time affair, she kept investing her time in improving her knowledge and experience in the stock market and private wealth management.
Lea holds a unique experience of over 15 years in the investment world. She has held every position at wealth management firms that one can dream of. She was the Risk Management Expert and Insurance Agent at State Farm.
Lea was also the top financial advisor at Northwestern Mutual San Francisco for over 3 years. As a woman, this alone was shattering of the glass ceiling.
Lea has been an advisory board member at AdvisorBid Inc. and a director member of the board of directors at Knotis. Although, the calling to become an entrepreneur was always there, since she was a little girl. She had every quality of a successful leader and fintech innovator.
Holding different positions at different firms since she was a young girl helped her become an expert in the stock market and sophisticated private wealth management matters. This vast knowledge took the form of multiple startups founded by her.
She formed Capital BW LLC and Boracchia Wiviott Wealth Partners LLC as well as was the coach, first and major investor; and idea behind CityBldr, a leading commercial real estate company. Although, the fintech company that made her a well-renowned figure in the industry is Boracchia Wiviott Wealth Partners LLC.
Starting Her Own Firm to Help You Invest in the Stock Market and Beyond
The registered investment advisory firm was co-founded by her in 2016 along with Marc Boracchia. The firm provides a wide range of investment advisory services ranging from financial planning, stock market advice and business succession.
The firm has a core team of stock market experts working at its heart catering specialized services to its clients based on their requirements. Boracchia Wiviott Wealth Partners LLC has earned a name of its own due to its phenomenal service, leading research and investing as well as client first motto. The impeccable grit of Lea is behind her success, which made her achieve the – what seems to many, is impossible. She wants you to know even if you’re a young girl it’s not.
The major objective of the Boracchia Wiviott Wealth Partners is to help our clients and other young girls be financially free.
They help their clients find success by sharing with their clients the best stock market and cryptocurrency holdings to buy; and allocate their assets.
They accomplish high level financial planning as well as provide masterclasses. The investment guru holding nothing back in the stock market masterclass has been revised 3 x to pack it with everything Lea and her team can think of. This drive to provide the best financial planning is why she and her team continue being a sounding board to clients’ success.
Often clients reveal a newfound comfort in and say their stock market picks and financial planning is refreshing. Think of Boracchia Wiviott Wealth Partners as the trailblazers in DIY private wealth management – and with inspirational and very caring stock market advice updates across all segments. They can help anyone to make a lot of money, including for little girls.
What is also innovative about the Boracchia Wiviott Wealth Partners is they understand the risk in the stock market and in cryptocurrency. Here is a brief interview with Lea, that will give you insight into her mindset and her key success factors in the stock market and beyond.
"Once we decided to start our company things started to move really quickly, capitalization came in ASAP, clients started signing on, and the company was lifting off. Which I knew it was time to look into a "risk management" team; first initiative to get insurance. We asked around and heard Marc and Lea name multiple times as some of the best. Not because of the traditional "better rates" but because they "truly care about your company and its needs." They both spent the time to understand exactly where we were, what we needed and then made recommendations on only what was "necessary," at that time, while simultaneously preparing us for future progress - whether that was with them directly or within their highly respected circle of experts -- they have more than lived up to their reputation of providing the highest level of service. Anyone who is fortunate enough to work with Marc and Lea can say they are looking out for the best interest of the founders and company when suggestions are made. I look forward to their continued contribution to our corporate team and company, including the friendship they have brought to the table...Thanks Lea and Marc!!"
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.
“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.”
“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.”
“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.”
“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.”
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.
“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.”
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!
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.
"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."
I’m in finance/operations leadership myself but know enough to find a professional to help with long term investing and life planning. I’ve had my long term retirement parked in a Charles Scwhab managed account for years. Having been through the 2008 recession, I was bracing for a dramatic dip in value. I was lucky to find Lea before things fell apart - Lea and team made moves and stopped the loss before it happened. Unlike a big firm, Lea and team individually manage your portfolio using their specialized skill sets and experience according to your specific personal need. Lea also offers other complimentary services to help you build your wealth ecosystem. I feel lucky to have Lea as a financial planning thought partner.
Lea is a highly ethical, intuitive & intelligent financial leader employing community focused practices within the Coachella Valley. She creates highly personalized portfolios for a broad spectrum of community members within CV.
She is exceptionally focused on service to our community front line workers and their unique planning needs. Reach out to Lea for an exact value match between integrity & knowledge within your financial planning goals.
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.
“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.”
“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.”
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.
“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.”
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!
Haha, great question! My Mother has her MBA in International Business from Thunderbird and is a luxury realtor and founder of an architectural design company, the trailblazers of Flex Vase worldwide. She ventured to China when I was a young girl setting up business relationships to start and expand her business.
My Dad is a renowned infectious disease doctor and a leader at the biggest private hospital in San Francisco as Director of Medicine. I grew up as a young girl being brought into high-level meetings.
My best friends are men- and have been since I was a young girl, but I’m passionate about my best girl friends too. Having great relationships with men isn’t something I ever considered relevant.
In retrospect, all this plus Marc’s Dad, and Marc is also my husband, his Dad being a trailblazer in medical venture capital instilled in me the belief that of course, I fit in. Empire like a Girl, my instagram, now is extra meaningful for me even though I’m a woman not a girl.
Defying all the odds to success
This is why upon entering finance as a young girl, I was more naive to the fact that the industry was predominated mostly by males. The last thing I ever considered was that the hegemons liked it this way; that they didn’t want girls or women.
Quite the opposite of the status quo especially for young girls is how I grew up. I grew up hearing constantly that I could do anything.
Growing Up As a Young Girl I Saw Success
I saw my entrepreneur Mom shattering the glass ceiling and launching the top-selling vase in Europe. My husband and I are high school sweethearts from Marin County, just outside San Francisco, CA; and I started in finance in high school.
The Reality for a Girl turned Woman in Finance
However, upon starting at Northwestern Mutual, the first thing I heard was that I wasn’t a good fit. I was hired because I had to be, and women having no representation weren’t something I was aware of. I just thought my former Managing Partner was socially awkward.
At this time I didn’t let myself consider it was because I was born a girl. Again I originally entered finance as a young girl at the age of 15 and was on track to start my own office at State Farm by the age of 23.
I’m really glad in retrospect that I didn’t realize how unique and innovative I could be in my next fortune 100. I began learning my influential relationship because of my gender in the industry later while at Northwestern Mutual.
I was lucky in the sense that I got recruited into every firm and position that I’ve been in. In part due to my naivete, I truly didn’t see the odds. In retrospect, the odds are intentional and not just a result of ignorance. Don’t let people fool you.
At this point in time and with leaders, they have a duty to protect us. Unfortunately, that wasn’t my main experience. I faced supremacy and I am no longer as naive as I was. However, that naivete is also why I was able to succeed against odds that are less than 3%.
The odds of succeeding in my firm were worse than in the venture capital world that you hear about, and then compound that with being a woman the probability of success was almost non – existent, but I did it.
Nobody cares more than we do
Accessible wealth management is our calling. At the end of 2016, Marc and I founded Boracchia Wiviott Wealth Partners, we didn’t quite realize how revolutionary our influence had been in finance and our community, but we were beginning to understand. We see things differently.
After witnessing first-hand abuse among the industry that we spoke out about – abuse against women, abuse against plans; after curating thousands of financial plans and in our own families the benefits and consequences of ill stock market advice, it’s ingrained that we owe it to ourselves to unleash the financial potential for the community.
The Wiviott Boracchia Track Record of Successful Clients
We catapulted so many famous companies as angel investors, as the leading financial planning team, from creating the perfect financial plan and investing in the top resources for our clients.
Both while in fortune 100 America for 7 years combined; and more than full-time; and another 7 years combined in our firm Boracchia Wiviott Wealth Partners.
Plus if you put our experience together, there’s another 14 years from my days at my first Fortune 100, State Farm; and Marc in venture capital. He was set to take over his Dad’s VC but after 4 years there left to start then Team Boracchia in 2013 which later became the LLC it is today. Today our prized wealth management practice is now our own independent registered investment advisory, Boracchia Wiviott Wealth Partners.
My husband Marc and I have the same mindset
We help change the paradigm of money for the wealthy and also through many ways for the emerging hegemons that other advisors can’t say. Even more so due to Covid-19, we are online and it’s working out great for a lot of us to build accessibility to the stock market and beyond this
way.
We see things differently. Wealth to us is not what’s in the account now; it’s in that and the opportunity we can help bring to market.
Dedication. Tremendous grit. We always made a conscious effort despite the trauma of competitors and even who were supposed to protect us to NOT let them win. Thus, we work really hard to endure the tough times and let me tell you it wasn’t easy, it was he** at times excuse my wording haha.
Despite the smear campaign from our former boss and competitors, we knew that being free as a registered independent advisory away from the brokerage world was well received. Beyond the stock market it continues to be the voice our clients need.
At the end of 2016, when we started our firm, there weren’t that many RIAs; and we formed our LLC and began the process to register as an investment advisory, which we earned soon after in 2017. Brokerages and other advisors in the stock market were afraid of this movement to transparency such as what we represent; but it hadn’t happened.
Now leading this success in the industry is Boracchia Wiviott Wealth Partners LLC.
Community Support
Fast forward, we’ve had the Women’s Movement, the biggest movement in history, and then the Black Lives Matter. These aren’t just movements, rather they’re a lifestyle now and they were then. That’s why they have breakthrough success into the mainstream.
How could we not excel with this much community support? These civil rights leaders have always been our clients. Rappers, athletes and women as well as minorities and innovative founders alike with young success strivers are our clients. Don’t get me wrong, it’s not always peachy but this core support is everything, no matter how hard the work has ever been.
Now it’s getting easier and we have dealt with the pain and become stronger. Everything pales in comparison to start-up life especially, when your former company is trying to steal all your clients and future market share at any cost. So, that’s also really helpful and motivating these days to not let them mislead anyone and everyone deserve transparency anyways in the future.
My daughter! I always wanted to have 2 kids at least one by the age of 30. My husband Marc, who is also an entrepreneur and my business partner many of you may know, we are ferklempt or overwhelmed with joy by her.
The ability to set a good example has always been important. We, Marc and I’ve mentored since we were teens, through Big Brothers Big Sisters and in schools as leaders; but now being a parent that drive to succeed not for us but for her is everything in life. We are completely fulfilled. She’s our biggest success.
Did you see our recent article in Marketwatch? We are the trailblazers in DIY stock Investing!
Of course, we are gritty and have royal standards so we didn’t stop there. We curated financialplans.info and mybestlifestyle.pro we want anyone and everyone with a vision to have the efficacy to succeed. Efficacy is a great word!
I recommend everyone striving towards success in the stock market or anywhere start with identifying their level of efficacy in their true dreams.
Tremendous grit is everything. Naivete is also surprisingly helpful. But take time off, write things down and if you find you need to escape too much, that may be a sign of abuse. It’s commonplace for women and minorities in finance. So be sure and recognize that independence is the best ingredient for your clients and for your own success.
Don’t let anyone fool you.
There are many resources and people who want to help you succeed. Throughout the ups and downs because you’ll have both as a success striver, keep your sparkle, don’t let anyone steal it.
So I want to reinforce being tremendously gritty and naive 
the world counts on your impact for happiness and there’s a very small difference between recognizing you’re an inspirational leader and someone who feels like a failure. Keep going because that next corner you turn could be the game-changer.
More Opportunities for Girls and Everyone to Succeed
If you want more opportunities sign up for our DIY investment subscriptions or masterclasses; or become an affiliate. We’re really excited about the flexible opportunities we provide for women.
We pride ourselves on being the convergence of DIY stock market investing in bonds and stocks for wealth management and your favorite motivational speaker.
Everything happens for a reason as my Mom an entrepreneur and luxury real estate agent says and my Dad, taught me to be great at what we do.
Through her work and achievements, Lea seeks to inspire the women who also want to reach the heights of success. Lea can be a perfect role model for them. She has proven that through continuous effort and hard work, one can achieve whatever he/she wants.
For more about Lea’s Mompreneurship we recommend this video: https://www.youtube.com/watch?v=P9_3VBtKuF4
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