By Jeff Gilbert
Last month, we joyfully announced the opening of our second office location in Scottsdale, Arizona. Now we get to introduce you to the two incredible advisors who have joined our team and will be providing Balboa’s unparalleled service to our Scottsdale clients.
David Mowad originally planned to play golf professionally, but wealth management became his true calling and he’s not sad about it. A proud Arizona resident for 32 years and counting, David graduated from Arizona State University with a bachelor’s degree in business and has been serving clients in the financial services industry for more than 25 years. Known for his efforts to keep the wealth management process simple, David strives to help his clients accomplish their goals through the creation and preservation of wealth.
David and his business partner, Alex Aretakis, merged their practices over a decade ago so they could provide even more value to their clients and build a business on the foundation of trust and integrity. They are committed to conducting themselves in a manner that is deserving of their clients’ confidence, earning their trust each and every day.
David and his wife have four wonderful children. Outside of the office, he loves spending time outdoors, hiking, golfing, and coaching his kids in various sports.
Originally from New York, Alex relocated to Arizona in 2000. After graduating from St. John’s University with a Bachelor of Science in Finance, he got his start in the financial industry with EF Hutton, Shearson Lehman Citigroup, on the trading floor of their Fixed Income division at the World Trade Center. He then pursued wealth management so he could help individuals through the many financial decisions weighing on their minds and provide a road map for their ideal future.
Both Alex and David’s fathers proudly served our country in the military, the U.S. Navy and U.S. Marine Corps (Semper Fidelis, “Always Faithful”). The ethics their fathers passed on to them have translated into a practice where family values and commitment are important above everything else.
Their transition to an RIA has elevated this level of commitment as fiduciaries. Their service model is driven by a client-first approach, always putting their clients’ interest ahead of their own with a duty to preserve good faith and trust. Alex and David provide estate, business, and retirement planning, with a specific emphasis on fee-based asset management. They firmly believe in a long-term approach to investing based on each client’s specific financial needs, goals, and tolerance for risk. They utilize a broad spectrum of resources and strategic partners that include wealth planning, investment strategies, all designed to provide unique solutions.
Alexander and his wife are active in a variety of charitable organizations with a focus on family, cancer, and special needs. He’s also active within his community as a member of St. Bernard’s of Clairvaux Catholic Church. Their daughter is an accomplished honor student who is also quite active in the community.
A New Partnership
We are proud to have David and Alex on our team. We believe you will benefit from the passion and expertise they bring and we hope you get a chance to welcome them! If you want to experience the difference Balboa Wealth Partners can make in your finances, give me a call at 949-445-1465 or email me at email@example.com.
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, worry less about their finances, and focus more on their life’s passions. Based in Orange County, Jeff works with clients throughout the entire country. To learn more, connect with Jeff on LinkedIn or email firstname.lastname@example.org.
Advisory services provided by Balboa Wealth Partners, Inc., an Investment Advisor 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.
Newport Beach, CA Location
140 Newport Center Drive, Ste. 200
Newport Beach, CA 92660
Scottsdale, AZ Location
6263 N. Scottsdale Road, Ste. 265
Scottsdale, AZ 85250