• Shopping Cart Shopping Cart
    0Shopping Cart
Balboa Wealth Partners
  • Home
  • Services
    • Financial Planning
    • Investment Management
    • Retirement Plan Administration
    • Estate & Multi-Generational Planning
  • About
  • Team
  • Blog
  • Contact
    • Newport Beach, CA
    • Scottsdale, AZ
  • Menu Menu
Team

Michael R. Frager, ChFC, CLU, EA

Read more
October 23, 2023
https://balboawealth.com/wp-content/uploads/2020/09/Mike-Frager-Investment-Advisor-1024x968-bw.jpg 968 1024 Vanessa Turner https://balboawealth.com/wp-content/uploads/2023/10/balboa-white-1.png Vanessa Turner2023-10-23 09:02:422026-04-13 12:48:33Michael R. Frager, ChFC, CLU, EA
Team

David Mowad

Read more
October 23, 2023
https://balboawealth.com/wp-content/uploads/2023/10/pic_Mowad-1-225x300-1.jpg 300 225 Vanessa Turner https://balboawealth.com/wp-content/uploads/2023/10/balboa-white-1.png Vanessa Turner2023-10-23 07:25:242023-11-16 12:46:37David Mowad
Team

Alexander Aretakis

Read more
October 23, 2023
https://balboawealth.com/wp-content/uploads/2023/10/pic_Aretakis-225x300-1.jpg 300 225 Vanessa Turner https://balboawealth.com/wp-content/uploads/2023/10/balboa-white-1.png Vanessa Turner2023-10-23 07:23:242023-11-16 12:47:00Alexander Aretakis
Team

Jerry Zelko

Read more
October 23, 2023
https://balboawealth.com/wp-content/uploads/2020/09/jerry.png 965 965 Vanessa Turner https://balboawealth.com/wp-content/uploads/2023/10/balboa-white-1.png Vanessa Turner2023-10-23 07:21:192023-11-16 12:47:28Jerry Zelko
Team

John Vilina

Read more
October 23, 2023
https://balboawealth.com/wp-content/uploads/2018/10/villasq.jpg 1544 1544 Vanessa Turner https://balboawealth.com/wp-content/uploads/2023/10/balboa-white-1.png Vanessa Turner2023-10-23 07:18:542023-11-16 12:47:51John Vilina
Team

Kozen Tsukamoto

Read more
October 23, 2023
https://balboawealth.com/wp-content/uploads/2020/09/Kozen-Tsukamoto-350-1.jpg 682 683 Vanessa Turner https://balboawealth.com/wp-content/uploads/2023/10/balboa-white-1.png Vanessa Turner2023-10-23 07:13:362023-11-16 12:49:24Kozen Tsukamoto
Team

Rodolfo Rodriguez

Read more
October 12, 2023
https://balboawealth.com/wp-content/uploads/2022/07/R.png 600 480 Vanessa Turner https://balboawealth.com/wp-content/uploads/2023/10/balboa-white-1.png Vanessa Turner2023-10-12 11:50:292023-11-16 12:50:17Rodolfo Rodriguez
Team

Richard Rock

Read more
October 12, 2023
https://balboawealth.com/wp-content/uploads/2021/07/RICHARDROCKBW.png 405 304 Vanessa Turner https://balboawealth.com/wp-content/uploads/2023/10/balboa-white-1.png Vanessa Turner2023-10-12 11:47:362023-11-16 12:50:50Richard Rock
Team

Cheryl Gruetzmacher

Read more
October 12, 2023
https://balboawealth.com/wp-content/uploads/2018/07/cheryl-gruetzmacher350.jpg 350 350 Vanessa Turner https://balboawealth.com/wp-content/uploads/2023/10/balboa-white-1.png Vanessa Turner2023-10-12 11:43:092025-04-05 08:31:25Cheryl Gruetzmacher
Team

J.W. Robison

Read more
October 12, 2023
https://balboawealth.com/wp-content/uploads/2023/06/172e536f-da15-40b6-a0ea-7950172572cc.png 300 240 Vanessa Turner https://balboawealth.com/wp-content/uploads/2023/10/balboa-white-1.png Vanessa Turner2023-10-12 11:36:572025-11-21 11:26:28J.W. Robison
Page 1 of 212

Follow us on Facebook

Latest Projects

  • Our goal is to deliver uncompromising wealth management advice, exceptional investment expertise, and outstanding service to our clients and partners.
    Financial PlanningOctober 21, 2015 - 3:47 pm
  • Our goal is to deliver uncompromising wealth management advice, exceptional investment expertise, and outstanding service to our clients and partners.
    Investment ManagementOctober 21, 2015 - 3:43 pm
  • Our goal is to deliver uncompromising wealth management advice, exceptional investment expertise, and outstanding service to our clients and partners.
    Retirement Plan AdministrationOctober 21, 2015 - 3:36 pm
  • Our goal is to deliver uncompromising wealth management advice, exceptional investment expertise, and outstanding service to our clients and partners.
    Estate & Multi-Generational PlanningOctober 21, 2015 - 1:38 pm

Categories

  • Balboa Platform
  • Financial
  • Investment Updates
  • News
  • Personal
  • Retirement
  • RSWM Team
  • Scenarios
  • Team
  • Uncategorized

Office

Address
10800 West Pico Boulevard
Los Angeles, USA

Contact
office@en-co.com
555-3587 347

Opening Hours:
Mo-Fr: 8:00-19:00
Sa: 8:00-14:00
So: closed

Blog

  • Financial Commentary
  • Retirement Commentary
  • Investment Updates
  • Balboa Platform
  • General

Balboa Wealth Partners

Newport Beach, CA Office
1400 Newport Center Drive, Ste. 290
Newport Beach, CA 92660

Scottsdale, AZ Office
6263 N. Scottsdale Road, Ste. 265
Scottsdale, AZ 85250

info@balboawealth.com

 

  • Twitter
  • LinkedIn

Disclosures

Balboa Wealth Partners, INC. is an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Balboa Wealth Partners, and its representatives are properly licensed or exempt from licensure.

Firm FAQ’s

FINRA BrokerCheck

Form ADV

Form CRS

Privacy Policy

Insurance Disclosure

All Disclosures

© Copyright - Balboa Wealth Partners - Enfold WordPress Theme by Kriesi
  • Financial Commentary
  • Retirement Commentary
  • Investment Updates
  • Balboa Platform
  • General
Scroll to top Scroll to top Scroll to top