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@example.com. Or, you can take the first step now by completing a complimentary risk assessment here.
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 firstname.lastname@example.org.