Leonardo Bojorquez
Financial Advisor
CFP®, ChFC®, AWMA®, ABFP®, MSPFP, MSFA, MBA
Leonardo Bojorquez is a CERTIFIED FINANCIAL PLANNER® professional serving clients in Allworth’s Walnut Creek, California, office. He helps individuals and families make informed financial decisions through comprehensive wealth planning, with a focus on retirement planning and long-term financial well-being.
Before entering the financial services industry, Leo proudly served in the United States Marine Corps. The values he developed through military service, including discipline, integrity, and an unwavering commitment to serving others, continue to guide the way he approaches every client relationship.
Throughout his career at Allworth, Leo has developed extensive experience helping employees and retirees of PG&E and AT&T prepare for retirement. His familiarity with these organizations’ pension plans, retirement programs, and employee benefits allows him to provide informed guidance on retirement income, Social Security, Medicare, investment management, and other key planning decisions.
In his spare time, Leo is passionate about fitness, frequently running 5Ks, 10Ks, and half marathons. He is also an avid hiker and a dedicated sports fan, 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 ten-year-old daughter.
My process is simple yet effective: Listen, strategize, and personalize. When a client shares their goals and vision for their financial future, I draw from my expertise to craft a plan that is uniquely suited to their situation. Every recommendation is tailored, ensuring that the strategy aligns with their specific needs, risk tolerance, and aspirations.
With years of experience and countless plan strategies under my belt, I don’t simply provide financial advice—I build a proactive, engaged partnership with my clients. I actively monitor portfolios, anticipate challenges, and seek out opportunities for growth. In fact, it’s not unusual for me to analyze a portfolio on a random weekday night and reach out with fresh insights. I treat every client’s financial future with the same level of care and diligence as I do my own.
My passion for finance began years ago, and it has only deepened over time. I genuinely enjoy diving into topics like Medicare, Social Security, and portfolio construction, not just as a job but as a personal interest. For me, financial management is more than just overseeing investments—it’s about stewardship and accountability.
What truly motivates me is the impact I have on my clients’ lives. While numbers are a key part of the equation, the real fulfillment comes from helping people achieve financial security and peace of mind. Knowing that I’m making a meaningful difference in their lives is what inspires me every day.
CFP®: CERTIFIED FINANCIAL PLANNER®
MBA: Master of Business Administration
ChFC®: Chartered Financial Consultant®
AWMA®: Accredited Wealth Management AdvisorSM
ABFP®: Accredited Behavioral Finance Professional
MSPFP: Master of Science in Personal Financial Planning
MSFA: Master of Science in Financial Analysis
MBA: Master of Business Administration
My approach is rooted in deep listening and strategic application. But beyond the technical aspects, what I truly enjoy is the meaningful impact I have on my clients’ lives.
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