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Welcome Our Two New Advisors!

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. 

Meet David

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. 

Meet Alex

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 protected].

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, 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 [email protected]. 

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.

By Jeff Gilbert

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Announcing Our Second Office Location!

After years of serving our loyal clients out of our California office, we are excited to announce that we have opened a second location in Scottsdale, Arizona. As our firm continues to grow, we want to be able to expand our offering and build a presence in the great state of Arizona.

6263 N Scottsdale Road

Suite 265

Scottsdale, AZ 85250

Phone: 480-801-5100

Take a look at the photos below for a sneak peek of the new location! 

If you have friends or family members in Arizona you know that would benefit from the dedication and service that defines Balboa Wealth Partners, we’d love to meet them! They can reach us at 480-801-5100 or [email protected].

By Jeff Gilbert 

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, 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 [email protected]. 

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.

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How Does An Independent Financial Advisor Benefit You?

As a holistic financial management firm, we pride ourselves in offering the very best to our clients when developing a wealth management plan that works for each individual and their families. We can offer great guidance based on our clients’ needs and dreams because we are  independent advisors and our priority is doing what is best for you, our clients. Fortunately, we are not beholden to any particular strategy or agenda because we are not tied to any investment firm or forced to push financial products that aren’t the best fit for our clients. 

We want our clients to know that as independent financial advisors and fiduciaries, we are held to the highest standard of care and will always work in the interest of our clients. Below, we have outlined a few reasons why independent advisors will benefit you in developing and maintaining a wealth management plan for you and your family. 

Unbiased Advice Based On Your Finances

As independent advisors, the guidance we offer our clients is objective and unbiased because we are not tied to any particular financial company or investment firm. This means we can take a look at your financial picture and talk to you about what you want for your future and recommend financial products that will help you from a myriad of different sources. We don’t stay within one investment firm or recommend products to meet some sort of quota. As such, you can count on us as independent advisors to give you access to the products that are tailor-made to fit your needs.  

Transparency In Fees

Typically, independent financial advisors operate on a compensation model that is fee-only. This means that our only incentive is growing our client’s wealth and choosing the financial tools that benefit our client. Again, we are not beholden to recommend products that will benefit ourselves financially in any way. 

Complex Financial Needs Require Complex Plans 

Many of our clients enjoy a high net worth, and as such, their financial plans require a variety of different financial tools. Luckily, as independent advisors with many years of experience, we know the right financial tools for any client with a complex financial outlook. We also have the knowledge to design financial and wealth management plans that work for people and families who have complicated financial situations.  

We Build Relationships 

At Balboa Wealth Partners, we know our clients personally and have developed personal relationships with many of them. Because of this, we only offer advice that is aligned with our client’s goals and make a point to keep up with any change in our client’s situation that could affect their financial plan.  

Over the last 30 years, we have built a practice that is based on trust and mutual respect, and we hold ourselves personally responsible to our clients. They know they can always count on us. 

If Balboa Wealth Partners sounds like a good fit to develop and maintain your wealth plan, give us a call at 949-445-1465 or email us at [email protected].

By Jeff Gilbert

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, 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 [email protected]. 

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.

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Happy Holidays From Balboa Wealth Partners

By Jeff Gilbert

It’s been a wild ride, but we have finally arrived at the holidays. Our team at Balboa Wealth Partners would like to take this opportunity to wish you and yours a happy holiday and a refreshing new year! The holiday season, your treasured traditions, and pretty much everything about this time of year may look different in 2020, but we believe there is still cause to celebrate. 

Look For The Good

Most of us are probably glad to see this year go, but hardship can also bring opportunities to grow, adapt, and reprioritize what’s most important to you. Were you able to cut your commute out of the equation and have more time to spend with your family? Did you reconnect with friends virtually? Did you start new traditions and make unexpected memories? Life is challenging right now, but reflect on all that this year has brought and go into 2021 focusing on the good things that have come from every victory and trial.

It can be hard to look forward to a new year with so much uncertainty still on the horizon. Let’s just say that new year’s resolutions will likely look very different this year! Regardless, think about what you want 2021 to hold for you. The end of the year is an opportune time to adjust your goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries, get some well-deserved rest, and develop a vision for the coming year that isn’t based on external circumstances.

Thank You For A Wonderful Year!

Everything our team at Balboa Wealth Partners achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you we have provided your family comfort in knowing we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing when you need advice, guidance, or simply someone who will listen, we’re here for you.

As we prepare to enter a new year, we look forward to continuing to help you achieve your financial goals in 2021. Here’s wishing you joy and laughter during the holiday season and a happy new year!

Let’s Connect

To check in on your financial plan before the end of the year and make sure your finances are prepared for 2021, don’t hesitate to reach out to us at 949-445-1465 or email me at [email protected]. We look forward to hearing from you!

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, worry less about their finances, and focus more on their life’s passions. Based in Orange County, Jeff works with clients throughout Southern California as well as Arizona, Oregon, and Washington. To learn more, connect with Jeff on LinkedIn or email [email protected]. 

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.

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Why I am Passionate About Being a Financial Advisor

By Jeff Gilbert

So many people find themselves stuck in a career they aren’t passionate about or enjoy. In fact, two-thirds of people are disengaged with their job. I feel incredibly fortunate that I have a career I love and that I look forward to going into the office every day.

There are a few reasons why I am passionate about being an advisor.

1. Using My Knowledge

It’s incredibly fulfilling having the ability to apply nearly three decades of experience as an advisor and executive level manager to build a registered investment advisory firm that does business the right way for our clients and advisors. As I continue my education, I enjoy applying what I’ve learned to benefit those I serve.

2. Seeing Improvement

It’s incredible seeing people’s lives improve because of the financial decisions they make, as well as witnessing the growing sense of confidence that follows. One thing I love about being a financial advisor is having the ability to help others pursue not only their financial goals but also instilling confidence for their future.

3. Helping People

I’m happy when I can help clients achieve their short and long-term goals, worry less about their finances, and sleep well at night. Ultimately, helping clients work toward their financial independence enables me to work toward my career goals and feel satisfied and accomplished each day.

4. Building Close Relationships

Being a trusted advisor whose clients consider me as part of their family is the ultimate compliment. While people may work with a few professionals, like a CPA, lawyer, or doctor, none have the same type of impact as a financial advisor. Often, I serve as a friend, confidant, and advisor for life. The advisor relationship typically stretches through multiple generations, too. Additionally, the entrepreneurial spirit we all have contributes to how we build a business based on personal relationships.

The Role We Serve

As the founder of Balboa Wealth Partners, my passion is to listen to and truly understand what is important to you. Beyond helping you invest, my team and I care deeply about helping you reach your short and long-term goals.

I am dedicated to delivering a collaborative client experience that empowers and guides families to reaching a greater purpose for their wealth. I hope that my deep industry expertise, holistic wealth management services, and innovative technology will provide my clients the confidence to achieve their financial aspirations and manage the wealth they have amassed.

If you are looking for a financial partner who focuses on your unique needs and wealth goals, I invite you to contact me for a chat. I am always open to meet new people and see how I may be able to help. Whether you’ve already started planning for the future or have yet to put strategies in place, I encourage you to reach out to me today for a no-obligation conversation to see how I may be able to help you. Give me a call at 949-445-1465 or email me at [email protected]. Or, you can take the first step now by completing a complimentary risk assessment here.

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 [email protected].

Announcing Our New Team Member: R. Brooks Brydges

Balboa Wealth Partners is pleased to announce the newest addition to our team! As a holistic financial management firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience needed to take care of our clients and help them on their journey towards financial independence. We believe that our new team member will help carry out our mission and leave you with even more peace of mind that your finances are in good hands!

Meet R. Brooks Brydges

Brooks joins the Balboa Wealth Partners team as Senior Vice President. He brings over twenty years of experience as a wealth manager and prides himself in providing personalized service and expert advice in all the areas important to a client’s estate and business needs. This includes asset management, financial planning, private, commercial, and investment banking, and intergenerational wealth transfer planning.

Education And Experience

A graduate of San Diego State University, he received a Bachelor of Arts and Sciences in Economics and is also a Graduating Founder of the world’s premier idea-stage accelerator and startup launch program, the Founder Institute.

Before joining Balboa Wealth Partners, Brooks spent the majority of his career with Morgan Stanley before going independent and founding Nautical Wealth Management in 2013. He founded Nautical Wealth Management and later, Cardiff Capital Partners, to service business owners, family offices, and high net worth investors.

On A Personal Note

In his free time, Brooks is a competitive tennis player and enjoys snowboarding, basketball, and traveling to remote destinations around the world to surf. You can often find him spending time with his family, Golsa, Gavin, Brooklyn, and Jordan at the world-renowned beaches right here in Encinitas.

At Balboa Wealth Partners, we take pride in developing long-lasting, meaningful client relationships. We offer customized services to help you attain the retirement of your dreams. We believe you will benefit from the passion and expertise Brooks brings to our team and we hope you get a chance to welcome him! 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 protected].

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 [email protected].

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What We Do and How We Can Help

Many people think that only those who have mismanaged their money are stressed about finances. However, even the most successful and hard-working families can lack confidence in their financial future.

With nearly three decades of experience serving high net worth families, we understand the stress and concern that can come with facing financial decisions. After working hard throughout your career to build your wealth, you want to make sure it works hard for you in return when you retire and when you leave a legacy. We’re here to help.

What We Do

Balboa Wealth Partners brings together top quality asset management and client service in a boutique setting designed specifically for discerning clients and the advisors who care for them.

We provide personalized plans designed to match your needs and goals. Serving as your financial stewards, our team of advisors work with you to plan for your future while managing and preserving your wealth.

With a diverse team of experienced professionals who maintain a high-touch and personalized experience, we seek to serve as our clients’ most trusted financial consultant and help them make smart decisions with their money. By having a dedicated team of experts on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.

Who We Serve

We specialize in serving high and ultra-high net worth families and 401(k) retirement plans. Our client base is quite diverse in terms of profession, location, and background, but they share a common thread: they appreciate the level of service and care our advisors provide.

The need for successful families to choose between quality advice and quality care has become all too common in today’s wealth management marketplace. An institutional money manager knows what to do with your money but does not take a personal interest in you and your family. While your advisor cares deeply about you and your circumstances, they may not truly know how to manage the wealth your family has amassed.

High net worth individuals have unique needs and require specialized strategies. That’s why they need an advisor they can trust. At Balboa Wealth Partners, the needs of our clients come first. Our clients want a partner who values them, understands the importance of what they have built and demand a person who cares about them and their needs.

Our advisors specialize in overseeing your financial affairs and coordinating the day to day execution of your long term financial plans. We deliver high-touch, responsive service strategically paired with access to institutional caliber investment expertise in a way that eliminates conflicts, reduces fees, and opens the doors to truly comprehensive planning and reporting.

It’s for these reasons and others that we believe clients choose to work with us. They understand that we strive to understand their individual needs and have the capacity to deliver. Ultimately, it’s the relationship and service that differentiates us. Through our services and personalized care, we hope clients can sleep more soundly at night and not worry about their finances.

Working with Us

We believe clients to choose us because they enjoy working with us and they trust our advice. We are genuinely passionate about our clients’ future and financial success. We take pride in the significant role we play in their lives, and we don’t take this responsibility lightly.

Our aim is to deliver uncompromised advice, exceptional investment expertise and outstanding service to our clients. Our intentional approach can support sound investment and financial strategies and help you pursue your goals.

Are you looking for a financial partner you can trust to objectively guide you toward your goals and help you navigate your financial life? We’d love to talk and see how we can help you. Give me a call at 949-445-1465 or email me at [email protected]. Or, you can take the first step now by completing a complimentary risk assessment here.

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 was 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 [email protected].

Why I Became a Financial Advisor

Some kids like cheering for a particular sports team or joining a club. I enjoyed following the stock market. At an early age, I discovered Wall Street and quickly became fascinated with the stock market and how the economy worked.

In my government class, our teacher held a stock picking contest. Each student was assigned to research and choose a stock. The best performing stock at the end of the school year would win the contest. I dove head first into the assignment and was amazed at the many options. I ended up choosing the best performing stock and won the contest. This kickstarted my passion for numbers.

Starting in Finance

While I didn’t know it then as a teenager, I now know that this was one of the early signs that I was meant to be a financial advisor. After studying political science in college, I entered the industry in 1990 as a cold caller at Lehman Brothers. The hours were grueling and my days were non-stop. However, I learned a lot and built a successful advisory practice.

After becoming fully licensed and building my book of business, I spent more than 13 years with Morgan Stanley. Working as a branch manager, I supervised two offices with more than 75 financial professionals who managed $3.5 billion of client assets and generated $32 million in annual revenue.

As much as I loved my role and working in the industry, the entrepreneur in me wanted more. I also saw that many affluent families lacked truly personalized and holistic financial management from an advisor who specializes in their unique needs. With a desire to fulfill this role, I founded Balboa Wealth Partners in 2015, where my mission would be to help people make strategic decisions about their money and feel confident in their future.

My Career Today

As the founder of Balboa Wealth Partners, my passion is to listen and truly understand what is important to you. Beyond helping you invest, my team and I care deeply about helping you reach your short and long-term goals.

I am dedicated to delivering a collaborative client experience that empowers and guides families to reaching a greater purpose for their wealth. I hope that my deep industry expertise, holistic wealth management services, and innovative technology will provide my clients the confidence to achieve their financial aspirations and manage the wealth they have amassed.

Along with serving as as a trusted advisory firm for clients, I also created Balboa Wealth Partners to serve as a place where financial advisors can join and run their business. There are many advisors like me who seek the independence of a Registered Investment Advisory firm, and Balboa Wealth Partners can serve as that homebase for them as they run their independent practice.

The Highs and Lows

There are certainly challenges that come with this job. It’s difficult finding enough hours in the day to run a company, build my business, and provide exceptional service to each and every client. However, the benefits of this career far outweigh the challenges.

There is nothing more fulfilling than having the ability to apply nearly three decades of experience as an advisor and executive level manager to build a registered investment advisory firm that does business the right way for our clients and advisors. It’s incredible seeing people’s lives improve because of the financial decisions they make, and witnessing the growing sense of confidence that follows.

I’m happy when I can help clients achieve their short and long-term goals, worry less about their finances, and sleep well at night. Ultimately, helping clients work toward their financial independence enables me to work toward my career goals and feel satisfied and accomplished each day.

Working Together

If you’re looking for a financial partner who focuses on your unique needs and wealth goals, I invite you to contact me for a chat. I am always open to meet new people and see how I may be able to help. Whether you’ve already started planning for the future or have yet to put strategies in place, I encourage you to reach out to me today for a no-obligation conversation to see how I may be able to help you. Give me a call at 949-445-1465 or email me at [email protected]. Or, you can take the first step now by completing a complimentary risk assessment here.

If you’re a financial advisor seeking the independence of a Registered Investment Advisory firm and the support team to put your clients first, let’s discuss how we may be able to work together.

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 was 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 [email protected].