Short term or Long Term Property Acquisitions at Discount are our specialty, along with Selling Your House for the Best Price!
As a licensed real estate agent in Los Angeles, I can help guide you home!. I’m a fierce negotiator for my sellers; and we don’t stop until we get you the best price! On the buy side, we negotiate fiercely. The sign says for sale, I say the price needs to be lower! I can guide you home like I have immense experience in. I have run the #1 airbnb in both the city of Rancho Mirage in Southern California outside Los Angeles. I have also created the #1 airbnb in Sonoma, CA outside San Francisco in Northern California. Learn more here
Investing Profits Pros by Boracchia Wiviott Wealth Partners is For Do It Yourself Investors & Private Wealth Clients
Put us to the Test on your most challenging issue like they usually do to women CEOs.
My nickname is the crusher, dubiously named by my top wealth manager peers.
We’ll help you take back what should have been your best life all along! We make your best lifestyle look easy in the stock market! In looking for the best jobs for Moms (and Dads) we curated our Do It Yourself Stock Investment Portfolios! We cover each asset class and tell you what to buy consistently! Currently our annual subscription is the price most charge per month. To gain your best friends in investing success as a DIY investor click here
Moms need an edge in the financial world, and we are it! FinancialPlans.Info by Boracchia Wiviott Wealth Partners is for you!
Proven Track Record Backwards, Forwards, Every Which Way, we’ll get your goals drafted and your recommendations perfected! I have been licensed for 10 years and with my team we have many centuries behind us. Boracchia Wiviott Wealth Partners was founded at the end of 2016 with a mission of accessible financial planning. I, Lea, have curated thousands of financial plans with my teams and was the top advisor of my own practice; Marc my husband and cofounder was #8; objectivity at all costs is always our focus and is the cornerstone for wealth with Boracchia Wiviott Wealth Partners. Start now here
We hear often we are our client’s most valuable partner. Also refreshing is commongly used to describe us. Part of our secret is we’re objective. Since 2003 we haven’t stopped chasing the best. Now we’re seasoned in the industry. We are more resourceful and experienced than anyone else to help you breakthrough your financial best life plan! Enjoy your baby boomer lifestyle and on.
Oh and we try to hire only women, it’s part of our commitment to affirmative action but we have many men on board too! We train and educate for our team to live out their dreams with us as their partner not just their coach. You can inquire today about all kinds of opportunities as a new Mom working from home or a Dadpreneur.
Chief Investment Officer, Registered Investment Advisor and Head of Investments at InvestingProfits.Pro
Licensed Lifestyle Expert, Realtor & Investment Advisor. I focus on FinancialPlans.Info
Real Estate and Custom Financial Planning Operations, Boracchia Wiviott Wealth Partners Graduated Magna Cum Laude & a Founder
Stock Market Investment Operations, Boracchia Wiviott Wealth Partners Engineer Graduate & also a Complete Star
Normally this is $3,500 to $4,500 starting for our private clients. But this flat fee is a covid19 introductory online offer
**Offer not available anywhere else. Limited time offer! This is normally over $2,000 if you buy them individually on InvestingProfits.Pro!
$1,000/yr if billed annually, updates included
All financial planners are in essence financial advisors. They need to study and pass exams to obtain their licenses. However a person who calls himself or herself a financial advisor may not necessarily be a financial planner.I, Lea, am a financial planner. I have 8 licenses which is more than financial advisors and certified financial planners. Like them we are fee-based but after seeing our clients get screwed I also wanted to be sure and help clients with real estate. In addition financial advisors and even certified financial planners are not property and casualty licensed so they lack innate understanding of that as well. I am licensed in all wealth protection aka insurance in addition to transactional real estate so I can prevent my clients from again really getting screwed by the system that is supposed to protect them.
I together with my business partner husband have always been an unparalleled financial planner and started my training back in 2003. I’ve led in two financial services firms that are fortune 100s and this is now my second fintech company. My first fintech company was being on the founding team of CityBldr where I chose the CEO to build out the first AI real estate brokerage that is extremely renowned as being such by auditors like Pricewaterhouse Cooper, while focusing wholeheartedly also on my financial planning clients.
As you can see I am more than qualified to help you on the buy or sell side of real estate; or all traditional fee-based financial planning. As a registered investment advisory planning is our mission. We know how dramatic an effect we have in our client’s best lives; and my cofounder Marc, we are husband and wife, is the same influence on parents and clients. He has a prestigious venture capital background in the medical device sector and we have many sector specific advisors on our team including consumer staples like real estate and beyond as your renowned comprehensively licensed financial planning team! Work with us, you’ll be glad you did.
For more information about the difference between a financial advisor or financial planner, check out our blog! Click here for the FinancialPlans.Info blog post on the advantages or disadvantages.