Jake Frankel and his team work comprehensively with his clients, providing retirement planning, payroll, property and casualty insurance consulting and benefit plans for companies, as well as PEO advisory services.
Schedule a time to talk or register below to take a tour of the Balboa Portal.
Offered on the Balboa Platform
We can implement our recommendations, or your unique diligence criteria without bias, or restriction. We work with both traditional and self directed custodians, and can accommodate holdings such as, private stock, llc units, partnerships, closely held corporations, real estate, private equity, and hedge funds.
Onboard Your Accounts Now
Step 1: Click here to register
Step 2: Begin linking your accounts
Step 3: Your financial dashboard. See all your accounts in one place.
"We can work on your financial goals all in one environment"
Newport Beach, CA Location
140 Newport Center Drive, Ste. 200
Newport Beach, CA 92660
Scottsdale, AZ Location
6263 N. Scottsdale Road, Ste. 265
Scottsdale, AZ 85250