Marc Boracchia

Marc Boracchia is a co-founder and leader of Boracchia Wiviott Wealth Partners, LLC, an independent wealth management, financial planning, and registered investment advisory firm based in Palm Desert, California.14 With over a decade of experience in the financial services industry, Marc brings diverse expertise to his role.3

As a consultant at Wealth Partners Real Estate, Marc combines his background in financial services with real estate knowledge. He and his wife Lea Boracchia are part of the 1% of financial company owners who are not men, challenging conventional norms in the industry.1

Marc's expertise spans several areas:

Professional Background

• Financial services
• Investment management
• Real estate
• Insurance and financial planning
• Medical technology3

Role and Responsibilities

• Strategic financial planning
• Retirement planning
• Estate planning
• Tax planning
• Business planning2

Company Philosophy

Boracchia Wiviott Wealth Partners, under Marc's leadership, aims to:

• Uplift the community
• Use their position as a force for good
• Build an enduring business model1

The firm prides itself on being a "force for good" in an industry traditionally dominated by men, with a focus on guiding clients towards realizing their financial dreams.1

While I don't have specific information about Marc's LinkedIn username, based on the query, it appears to be "marcboracchiafinancial".