Happy Thanksgiving from our team at Balboa Wealth Partners! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm and we take our responsibility to you and your family very seriously.
Cultivating Gratitude This Season
The world we live in doesn’t lend itself well to gratitude. Outwardly, it may seem that there are few silver linings amidst all the headlines of political drama, international unrest, and natural disasters. While it’s easy to be distracted by all this noise, it’s important to take a step back and acknowledge the many things we have to be thankful for.
Family probably tops the list for many of us, but in this season, I am reminded of how much family means to me and the importance of surrounding yourself with people who know, love, and support you.
We live in a transient culture where many people change jobs and locations regularly, which can make it difficult to cultivate and maintain friendships. But no matter how busy we are or what life changes come our way, friendships are vital to our well-being. I am incredibly grateful for the community that surrounds me and I am privileged to count many of my clients as my friends as well.
Pursuing My Passions
I am so blessed to have found a career I feel so passionate about. I wake up every day excited about the people I get to work with and my role in helping them achieve their financial goals. Not everyone can say this about their jobs, so I don’t take this opportunity for granted!
We Are Thankful For You!
At Balboa Wealth Partners, we truly appreciate the long-lasting relationships we have with each of you and want to help you work towards your ideal financial future. We celebrate with you as you reach financial and personal milestones and become empowered to take control of your financial life. We care about your lives and want to minimize the stress and details that often accompany financial decisions so that you can focus on all the blessings in your life.
As we reflect on all we’re grateful for this year, we want to take a moment to thank you, our clients, for choosing Balboa Wealth Partners to guide you in your financial life. We look forward to supporting you and your family in the future!
What are you most thankful for? What successes and blessings has this past year brought for you? We’d love to hear your stories. Give me a call at 949-445-1465 or email me at firstname.lastname@example.org.
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@example.com.
Advisory services offered through Balboa Wealth Partners, Inc. An SEC registered Investment Adviser. Securities offered through Chalice Capital Partners, LLC, member FINRA, SIPC
Balboa offers advisory services independent of Chalice. Neither firm is affiliated.