Leonardo Bojorquez

Financial Advisor

CFP®, ChFC®, AWMA®, MBA

Leonardo Bojorquez, a Chartered Financial Consultant® and Financial 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.

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