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Team

Wade W. Slome, CFA, CFP®

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November 6, 2023
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Team

Michael Power

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November 6, 2023
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Team

John A. Appleby, CFA

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November 6, 2023
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Team

Michael R. Frager, ChFC, CLU, EA

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October 23, 2023
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Team

David Mowad

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October 23, 2023
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Team

Alexander Aretakis

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October 23, 2023
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Team

Jerry Zelko

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October 23, 2023
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Team

John Vilina

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October 23, 2023
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Team

Kozen Tsukamoto

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October 23, 2023
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Team

Aarone Tirpak

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October 12, 2023
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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

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10800 West Pico Boulevard
Los Angeles, USA

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office@en-co.com
555-3587 347

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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

 

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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.

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