Lea L Wiviott Boracchia

Current Employers

Employment History

• 08/2013 → 12/2016
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2013 → 12/2016
  Northwestern Mutual Investment Services, Llc
  San Francisco, CA
• 01/2016 → 12/2016
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2017 → Present
  Wiviott Boracchia Visionary Consulting
  Palm Desert, CA
• 06/2017 → Present
  Boracchia Wiviott Insurance Services, Llc
  Palm Desert, CA
• 06/2017 → Present
  Boracchia Wiviott Wealth Partners Llc
  Palm Desert, CA

Other Businesses

Lea Wiviott Boracchia is a licensed insurance agent. From time to time, she will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Boracchia Wiviott Wealth Partners LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Boracchia Wiviott Wealth Partners LLC in their capacity as a licensed insurance agent. Lea is also a real estate broker with her own brokerage Wealth Partners Real Estate; it is not an investment-related company; the address is 74-710 Highway 111, Suite 102, Palm Desert CA 92260; the nature of this business is to buy and sell real estate for clients; Lea's position in the company is the Broker and Owner; the start date of this company was 08/2024; Lea devotes about 60 hours per month towards Wealth Partners Real Estate; her duties at the brokerage are to facilitate the purchase and sale of real property for her clients, property management of rentals, and to also mentor new real estate agents/brokers to the company. Lea is also the owner of a business called Best Life AI LLC; the business is not an investment-related business; the business address is 74-710 Highway 111, Suite 102, Palm Desert CA 92260; the nature of the business is to develop apps and programs for property management and real estate; Lea's position in the business is as Owner/Operator; the start date of the business is 03/2025; the approximate number of hours devoted to the business monthly is 100 hours; the number of hours devoted during trading hours is 4; my duties are to coordinate tech professionals and help develop the technology for each app.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-26
• S63 Uniform Securities Agent State Law Examination
  2013-12-27

Other Names

• Lea L Wiviott