David Mowad
David has been an Arizona resident for 32 years and a proud graduate of Arizona State University. Although David had aspirations of playing golf professionally, wealth management became his true calling, and he has been proudly serving his clients since 1994. David’s passion is to not only assist his clients in accomplishing their goals and creating wealth, but to also preserve it. “I like to keep things simple; complication just makes room for error.”
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.