Balboa Wealth Partners Welcomes Two New Team Members!

Balboa Wealth Partners is growing! Not only are we passionate about offering the highest level of service to each and every client that comes our way, but we continually stretch ourselves and grow in our knowledge and experience. We believe our commitment to our values and our clients is what sets us apart. This is why we are excited to announce the addition of two new advisors who have extensive experience in financial planning for individuals, families, and business owners, and who bring relationships, expertise, and knowledge that will be a tremendous asset to our team and our clients.

Meet Jeremy

Jeremy Tate graduated from Utah Valley University with a bachelor’s degree in business management and finance and went on to become an investment advisor with Edward D. Jones. During his time there, he specialized in goal-based retirement planning and income and distribution planning. He then spent the next five years as a senior portfolio manager and partner of the Sierra Pacific Group at Morgan Stanley, where he managed portfolios for high-net-worth and ultra-high net-worth clients.

Jeremy’s background as an entrepreneur and business owner makes him uniquely qualified to work with business owners and their complex investment needs. He focuses his services and expertise on business owners and retirees seeking current income. Jeremy has been a public guest speaker at UCSD for their retirement association on Social Security planning, Medicare, and retirement planning. He currently resides in Del Mar, California.   

Meet Jerry

Jerry Zelko earned his Bachelor of Science degree from Azusa Pacific University and began his career as a financial advisor at PaineWebber/UBS. He was recruited to Wachovia/Wells Fargo Advisors in 2007 to operate a high-net-worth division within the firm. With the experience and knowledge gained from this experience, Jerry wanted to access more investment options and distance himself from the scandals of the big banks and the large Wall Street firms. As a result, he took the leap to become an independent financial advisor and partnered with Balboa Wealth Partners.

Jerry provides investment planning and wealth management services for successful families. His experience navigating through periods of major market shifts has helped him guide his clients toward achieving their goals. He believes individuals can improve their investment results by utilizing the same investment strategies and processes as institutional investors, such as endowments, foundations, and other large investment entities.

Away from work, Jerry enjoys international travel and has visited all 7 continents and over 50 countries. Jerry is an avid photographer, and he particularly enjoys practicing his photography skills when traveling. He is a passionate sports fan, enjoys playing softball, and is an ardent mountain biker. Jerry is a member of the Orange County Mensa chapter and has authored articles for local publications, including the OC METRO.

A New Partnership

We are proud to have Jeremy and Jerry on our team. By banding together, we can offer our clients additional services and increase the depth of value we offer to our clients. We believe this partnership will bear much fruit in the future and benefit all of those involved! If you would like to meet our new advisors or find out what Balboa Wealth Partners can do for your financial life, give me a call at 949-445-1465 or email me at jgilbert@balboawealth.com.

About Jeff

Jeff Gilbert is the founder and CEO of Balboa Wealth Partners, a holistic financial management firm dedicated to providing clients guidance today for tomorrow’s success. With nearly three decades of industry experience, he has worked as both an advisor and executive level manager, partnering with and serving a diverse range of clients. Specializing in serving high- and ultra-high net-worth families, Jeff aims to help clients achieve their short-term and long-term goals and to worry less about their finances and more on their passions in life. Based in Orange County, he works with clients throughout Southern California, as well as Arizona, Oregon, and Washington. To learn more, connect with Jeff on LinkedIn or email jgilbert@balboawealth.com.

Advisory services provided by Balboa Wealth Partners, Inc, an Investment Adviser registered with the SEC.  Advisory services are only offered to clients or prospective clients where Balboa Wealth Partners and its Investment Advisor Representatives are properly licensed or exempt from registration.

Securities offered through Chalice Capital Partners, LLC, member FINRA, SIPC. Balboa offers advisory services independent of Chalice.  Neither firm is affiliated.

What We Are Thankful For In 2018

Happy Thanksgiving from our team at Balboa Wealth Partners! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm and we take our responsibility to you and your family very seriously.

Cultivating Gratitude This Season

The world we live in doesn’t lend itself well to gratitude. Outwardly, it may seem that there are few silver linings amidst all the headlines of political drama, international unrest, and natural disasters. While it’s easy to be distracted by all this noise, it’s important to take a step back and acknowledge the many things we have to be thankful for.

Family

Family probably tops the list for many of us, but in this season, I am reminded of how much family means to me and the importance of surrounding yourself with people who know, love, and support you.

Friends

We live in a transient culture where many people change jobs and locations regularly, which can make it difficult to cultivate and maintain friendships. But no matter how busy we are or what life changes come our way, friendships are vital to our well-being. I am incredibly grateful for the community that surrounds me and I am privileged to count many of my clients as my friends as well.

Pursuing My Passions

I am so blessed to have found a career I feel so passionate about. I wake up every day excited about the people I get to work with and my role in helping them achieve their financial goals. Not everyone can say this about their jobs, so I don’t take this opportunity for granted!

We Are Thankful For You!

At Balboa Wealth Partners, we truly appreciate the long-lasting relationships we have with each of you and want to help you work towards your ideal financial future. We celebrate with you as you reach financial and personal milestones and become empowered to take control of your financial life. We care about your lives and want to minimize the stress and details that often accompany financial decisions so that you can focus on all the blessings in your life.

As we reflect on all we’re grateful for this year, we want to take a moment to thank you, our clients, for choosing Balboa Wealth Partners to guide you in your financial life. We look forward to supporting you and your family in the future!

What are you most thankful for? What successes and blessings has this past year brought for you? We’d love to hear your stories. Give me a call at 949-445-1465 or email me at jgilbert@balboawealth.com.

About Jeff

Jeff Gilbert is the founder and CEO of Balboa Wealth Partners, a holistic financial management firm dedicated to providing clients guidance today for tomorrow’s success. With nearly three decades of industry experience, he has worked as both an advisor and executive level manager, partnering with and serving a diverse range of clients. Specializing in serving high and ultra-high net worth families, Jeff aims to help clients achieve their short-term and long-term goals and to worry less about their finances and more on their passions in life. Based in Orange County, he works with clients throughout Southern California, as well as Arizona, Oregon, and Washington. To learn more, connect with Jeff on LinkedIn or email jgilbert@balboawealth.com.

Advisory services offered through Balboa Wealth Partners, Inc. An SEC registered Investment Adviser.  Securities offered through Chalice Capital Partners, LLC, member FINRA, SIPC

Balboa offers advisory services independent of Chalice.  Neither firm is affiliated.