Jeff Gilbert
CEO & Founder
John Arens
Investment Advisor
Joshua Bliss
Investment Advisor
Dr. Thomas Breslin
Investment Advisor
R. Brooks Brydges
Investment Advisor
Michael R. Frager, ChFC, CLU, EA
Investment Advisor
Cheryl Gruetzmacher
Managing Director - The Gruetzmacher Group
Jerry Jones
Director of Retirement Services
David Mowad
Managing Director / Investment Advisor
Richard Riva
Wealth Manager at Wealth Management Solutions
JW Robison
Vice President & Investment Advisor
Richard Rock
Senior Vice President/Investment Advisor
Rodolfo Rodriguez
Investment Advisor Representative
Lesa Skarlot
Operations/Compliance
Aarone Tirpak
Investment Advisor Rep / Talent Acquisition
Kozen Tsukamoto
Wealth Manager
John Vilina
Investment Advisor
Gerry Zelko
Investment Advisor
PORTFOLIO MANAGERS
ROBINSON & SHUMAKER WEALTH MANAGEMENT

Balboa Wealth Partners
Newport Beach, CA Office
130 Newport Center Drive, Ste. 240
Newport Beach, CA 92660
Scottsdale, AZ Office
6263 N. Scottsdale Road, Ste. 265
Scottsdale, AZ 85250
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.