Here’s us out in the community with our associate Albert, his son AJ who is also a mentee of Marc’s.
Meet Marc
Investment Advisor for Enlish and Spanish-Speaking Clients
Introducing Marc, our dedicated Investment Advisor who goes above and beyond including to assist our Spanish-speaking clients in understanding their options. Not only does Marc excel in providing valuable investment advice, Marc also extends his expertise wherever our clients need support.
Marc is a Chief Investment Analyst with a Venture, Stock Market and Insurance Background, in addition to cutting edge Real Estate Advisorship
As the chief investment analyst for Boracchia Wiviott Wealth Partners, our clients are fortunate to benefit from Marc’s wealth of information even in real estate transactions.
Marc has multiple housing analysts that oversee trillions of dollars of assets. We are lucky enough to be able to call these analysts and get clarity as needed.
Expertise Beyond Finance includes A Keen Eye for the Four Flips Lea and Marc have Personally Accomplished.
Beyond his financial prowess, Marc has a keen eye for style, often contributing valuable insights to projects. Contrary to popular belief, it's not just Lea – Marc has played a significant role in pivotal decisions, whether it's determining which walls to tear down or identifying the ideal neighborhood for a purchase. ;)
Heading to the Desert Estate Planning Council which we are a part of. It takes multiple referrals and a thoughtful application to be admitted!
The partners had the best time celebrating the mayoral campaign of Michael O’Keefe and Ted Weil. Even though they’re competitors, they’ve got each other’s backs, what an example of amazing leadership.
Big thanks to my amazing friends and clients, Maria deRosa and Commissioner Warren Schneider, for hosting us at their beautiful home 🏠