![Jeff Gilbert](https://balboawealth.com/wp-content/uploads/2020/09/AG0I0114_N2-Jeff-Gilbert-Bleu-Cotton-Photo_r-5x72-1-705x705.jpg)
Jeff Gilbert
CEO & Founder
![John Arens](https://balboawealth.com/wp-content/uploads/2024/06/IMG_0010-470x705.png)
John Arens
Investment Advisor
![Dr. Thomas Breslin](https://balboawealth.com/wp-content/uploads/2020/09/Breslin350.jpg)
Dr. Thomas Breslin
Investment Advisor
![R. Brooks Brydges](https://balboawealth.com/wp-content/uploads/2020/09/brookes350-705x705.jpg)
R. Brooks Brydges
Investment Advisor
![Ian Crawford](https://balboawealth.com/wp-content/uploads/2022/02/Oldheadshot.png)
Ian Crawford
Senior Vice President
![Michael R. Frager, ChFC, CLU, EA](https://balboawealth.com/wp-content/uploads/2020/09/Mike-Frager-Investment-Advisor-1024x968-bw-705x666.jpg)
Michael R. Frager, ChFC, CLU, EA
Investment Advisor
![Cheryl Gruetzmacher](https://balboawealth.com/wp-content/uploads/2020/09/cheryl-gruetzmacher350.jpg)
Cheryl Gruetzmacher
Managing Director - The Gruetzmacher Group
![Jerry Jones](https://balboawealth.com/wp-content/uploads/2017/09/Jerry-Jones-Headshot.jpg)
Jerry Jones
Director of Retirement Services
![David Mowad](https://balboawealth.com/wp-content/uploads/2023/10/pic_Mowad-1-225x300-1.jpg)
David Mowad
Managing Director / Investment Advisor
![Andrew Ornoski](https://balboawealth.com/wp-content/uploads/2024/03/image-471x705.png)
Andrew Ornoski
Wealth Manager
![Richard Riva](https://balboawealth.com/wp-content/uploads/2024/05/Riva-Picture.png)
Richard Riva
Wealth Manager at Wealth Management Solutions
![JW Robison](https://balboawealth.com/wp-content/uploads/2023/06/172e536f-da15-40b6-a0ea-7950172572cc.png)
JW Robison
Vice President & Investment Advisor
![Richard Rock](https://balboawealth.com/wp-content/uploads/2021/07/RICHARDROCKBW-1.png)
Richard Rock
Senior Vice President/Investment Advisor
![Rodolfo Rodriguez](https://balboawealth.com/wp-content/uploads/2022/07/R.png)
Rodolfo Rodriguez
Investment Advisor Representative
![Jeremy Tate](https://balboawealth.com/wp-content/uploads/2020/10/jt-headshot-705x691.png)
Jeremy Tate
Investment Advisor
![Aarone Tirpak](https://balboawealth.com/wp-content/uploads/2020/09/Capture.png)
Aarone Tirpak
Investment Advisor Rep / Talent Acquisition
![Kozen Tsukamoto](https://balboawealth.com/wp-content/uploads/2020/09/Kozen-Tsukamoto-350.jpg)
Kozen Tsukamoto
Wealth Manager
![John Vilina](https://balboawealth.com/wp-content/uploads/2018/10/villasq-705x705.jpg)
John Vilina
Investment Advisor
![Jerry Zelko](https://balboawealth.com/wp-content/uploads/2020/09/jerry-705x705.png)
Jerry Zelko
Investment Advisor
PORTFOLIO MANAGERS
ROBINSON & SHUMAKER WEALTH MANAGEMENT
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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.