Skip to content.

Leonardo Bojorquez

Associate Advisor

Designations: CFP®, ChFC®, AWMA®, MBA

  925-736-6410

  Walnut Creek, CA

Leonardo Bojorquez, a Chartered Financial Consultant® and Associate Advisor at Allworth’s Walnut Creek, California, office, combines a passion for finance with a strong educational background. He holds an undergraduate degree in Political Economy from the University of California, Berkeley, and a Master of Business Administration (MBA) from St. Mary’s College of California. A dedicated student of all things investing and finance, Leo is known within the firm for his analytical and creative thinking.

Before embarking on his financial career nearly a decade ago, Leo served with distinction in the United States Marine Corps, an experience that took him around the globe. His professional journey also includes roles in banking and as a trader for a large asset manager. 

Outside of his professional life, Leo is passionate about fitness, frequently running 5Ks, 10Ks, and half marathons. He is also an avid hiker and a dedicated sports enthusiast, especially supporting Bay Area teams like the Warriors and the 49ers. When he’s not working with clients to help them achieve their financial goals, Leo enjoys spending time with his seven-year-old daughter.

Leonardo Bojorquez, a Chartered Financial Consultant® and Associate Advisor at Allworth’s Walnut Creek, California, office, combines a passion for finance with a strong educational background. He holds an undergraduate degree in Political Economy from the University of California, Berkeley, and a Master of Business Administration (MBA) from St. Mary’s College of California. A dedicated student of all things investing and finance, Leo is known within the firm for his analytical and creative thinking.

Before embarking on his financial career nearly a decade ago, Leo served with distinction in the United States Marine Corps, an experience that took him around the globe. His professional journey also includes roles in banking and as a trader for a large asset manager. 

Outside of his professional life, Leo is passionate about fitness, frequently running 5Ks, 10Ks, and half marathons. He is also an avid hiker and a dedicated sports enthusiast, especially supporting Bay Area teams like the Warriors and the 49ers. When he’s not working with clients to help them achieve their financial goals, Leo enjoys spending time with his seven-year-old daughter.

“The expertise I apply each day in creating personalized financial plans captivates me because each client's goals are uniquely their own, ensuring that no two plans are ever the same. I relish working with diverse individuals and take great pride in helping them achieve a better quality of life. This aspect of my career is incredibly fulfilling and rewarding.”

- Leonardo Bojorquez, Allworth Associate Advisor

More About Leonardo:

About Allworth

blue line

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better. Because you—and your money—deserve better.

We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1