Marc Boracchia is a financial advisor at Boracchia Wiviott Wealth Partners LLC in Palm Desert, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company from 2013 to 2016. Outside of advising, he is a consultant and angel investor in several entities. Boracchia Wiviott Wealth Partners serves individual clients, including high-net-worth households, as well as institutional clients such as pension and employee benefit plans. The firm offers portfolio management, financial planning, pension consulting, and a subscription-based investment research service, employing a range of investment strategies across diverse asset types.

Lea Wiviott Boracchia is a financial advisor with Boracchia Wiviott Wealth Partners LLC in Palm Desert, CA, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to founding her current firm in 2017, she worked at Northwestern Mutual Wealth Management Company and related entities from 2013 to 2016. She is also a licensed insurance agent and occasionally offers related products and advice alongside her advisory services. Boracchia Wiviott Wealth Partners serves individual clients, including high-net-worth households, as well as institutional clients such as pension and employee benefit plans. The firm provides portfolio management, financial planning, pension consulting, and subscription-based investment research, employing fundamental, technical, and modern portfolio theory analyses across a broad range of investment vehicles.