We ask questions to ascertain every prospective client’s financial needs to make certain we can provide the solutions they seek. For their part, our clients need to feel they have a good rapport with us and can trust us to work effectively with and for them. Our experience clearly tells us this must be a mutually beneficial working relationship for it to be successful. OUR MISSION
We exercise a lead role in managing and coordinating each client’s financial affairs, including building and protecting each client’s portfolio. We are here to help you navigate the challenges of life, to help you make decisions that will attain your current and future financial needs. Balboa Wealth Partners is built to allow it’s advisors to tailor their businesses so they can maximize their industry experience and expertise to best service the unique needs of their clients. JEFF GILBERT - FOUNDER & CEO
Jeff Gilbert is the founder and CEO of Balboa Wealth Partners. He has more than 27 years of experience in the financial services industry as both an adviser as well as an executive level manager. Gilbert began his career with Shearson Lehman Brothers and built a successful advisory practice. He later spent over 13 years with Morgan Stanley as a branch manager supervising two offices with more than 75 financial professionals who managed $3.5 Billion of client assets and generated $32 million in annual revenue. Gilbert earned his B.A in Political Science from Arizona State University. Services offered through Balboa Wealth Partners, Inc. An SEC registered Investment Adviser. BE ADVISED: It is important that you do not use e-mail to request, authorize or effect the purchase or sale of any security or commodity, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed by Balboa Wealth Partners. Unless specifically indicated, this message is not an offer to sell or a solicitation of any investment products or other financial product or service, an official confirmation of any transaction, or an official statement of Sender. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.
* Are Not FDIC Insured * Are Not Bank Guaranteed * May Lose Value * Are Not a Bank Deposit * Are Not a Condition to Any Banking Service or Activity * Are Not Insured by Any Federal Government Agency *
