Leonardo Bojorquez
Financial Advisor
CFP®, ChFC®, AWMA®, MBA
Leonardo Bojorquez, a CERTIFIED FINANCIAL PLANNER® professional 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 an 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.
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 seven-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
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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