Leonardo Bojorquez, ChFC®, AWMA®

Leo is an operational guru with an extensive background in the insurance and banking world. He has worked with hundreds of independent financial advisors and RIA’s during his time at a TAMP (Turnkey Asset Management Platform). This experience has given him a unique perspective on fulfilling client needs and sparked a passion for implementing strategies that elevate customer service and organizational efficiencies.

Prior to joining the financial industry, Leo served in the United States Marine Corps.  During his time in the Marines, Leo was fortunate enough to travel to places like Africa, Italy, Portugal, and many other fascinating places that most people only dream of visiting. Upon completing his enlistment, Leo returned to the Bay Area in 2014.

Leo holds a Bachelor’s Degree in Political Economy from UC Berkeley and an MBA from Saint Mary’s College of California, Moraga. Additionally, Leo holds the Charted Financial Consultant® designation.

In his free time, Leo enjoys playing basketball with his 5-year-old daughter, exercising, hiking, and watching sports.


His Colleagues Say…

Leo has spiced up our trading, operations, and even our lunches (he puts Siracha on everything)!

Recommended Reading

  • Freakonomics by Steven Levitt

Favorite Quote:

“Fall in love with the process, and the results will follow.”
Dr. Eric Thomas