Marco Bohorquez

Marco Bohorquez

Wealth Advisor

[email protected]

Marco Bohorquez has been a Wealth Advisor for over 10 years. Marco thoroughly enjoys meeting new people on a daily basis and making connections with new clients. His specialties include Estate and Retirement Planning.

Marco resides in Sunrise with his beautiful wife of 11 years. In his free time, Marco enjoys soaking in the sun at the beach, a day of golf, a weekend at the Magic Kingdom or just reading a good motivational book. Marco was born in Los Angeles, California and has lived in many places which include Missouri, New York and Virginia. However, he calls South Florida his home since 1986 where he attended Nova High School, Broward College, then graduating from Florida Atlantic University with a bachelor degree in Psychology.

Marco lives by the Golden Rule when it comes to life and business “Do unto others as you would have them do unto you”. He enjoys working with his clients and helping them to work towards their financial success. Marco looks forward to helping many others do the same.

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Latest Blog Post

Congratulations on your retirement, Randy!

July 31, 2019

It is with much admiration that we congratulate Randy Lifshotz, Legacy Wealth Management financial advisor of 12 years, on his retirement today. It isn’t every day that a firm celebrates an advisor’s successful tenure of...

Will You Avoid These Estate Planning Mistakes?

July 19, 2019

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some...

Helping Your Parents Manage Financial Tasks

July 12, 2019

Worldwide, the number of people aged 60 and older is growing. By 2050, this demographic will be more than twice as large as it was in 2015.¹ Some of these seniors could face a financial test. Will they be able to look after their...

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