Balboa Wealth Partners, Inc.

Balboa Wealth Partners, Inc. (CRD# 282329) is a financial advisory firm headquartered in Newport Beach, CA. They manage $367,000,000 in 277 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $1,324,910
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, WA

Financial Advisors at Balboa Wealth Partners, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
John A. Appleby
CRD#: 1069521
140 Newport Center Drive, Suite 200, Newport Beach, CA 92260
96
Wealthminder
score

John Appleby (CRD# 1069521) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 34 years of experience in the finance industry.

2
Thomas M. Joyce
CRD#: 3174957
140 Newport Center Drive, Suite 200, Newport Beach, CA 92260
93
Wealthminder
score

Thomas Joyce (CRD# 3174957) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 19 years of experience in the finance industry.

3
Yvette Papazian
CRD#: 4325442
Temecula, CA
93
Wealthminder
score

Yvette Papazian (CRD# 4325442) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Temecula, CA and has over 17 years of experience in the finance industry.

4
Brett J. Upper
CRD#: 5749519
8008 Girard Avenue, Suite 310, La Jolla, CA 92037
90
Wealthminder
score

Brett Upper (CRD# 5749519) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in La Jolla, CA and has over 4 years of experience in the finance industry.

5
John Vilina
CRD#: 5557975
27401 Los Altos, Mission Viejo, CA 92691
87
Wealthminder
score

John Vilina (CRD# 5557975) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Mission Viejo, CA and has 1 year of experience in the finance industry.

6
Rodney M. Beary
CRD#: 4110232
27401 Los Altos, Suite 270, Mission Viejo, CA 92691
86
Wealthminder
score

Rodney Beary (CRD# 4110232) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Mission Viejo, CA and has over 18 years of experience in the finance industry. Rodney Beary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Kirk A. Hahlbeck
CRD#: 1791931
140 Newport Center Drive, Suite 200, Newport Beach, CA 92260
83
Wealthminder
score

Kirk Hahlbeck (CRD# 1791931) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 30 years of experience in the finance industry.

8
Eric H. Kolstad
CRD#: 1383497
140 Newport Center Drive, Suite 200, Newport Beach, CA 92660
83
Wealthminder
score

Eric Kolstad (CRD# 1383497) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 31 years of experience in the finance industry.

9
David B. Birkett
CRD#: 2540803
140 Newport Center Drive, Suite 200, Newport Beach, CA 92260
73
Wealthminder
score

David Birkett (CRD# 2540803) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 23 years of experience in the finance industry.

10
Kozen E. Tsukamoto
CRD#: 4500292
140 Newport Center Drive, Suite 200, Newport Beach, CA 92260
69
Wealthminder
score

Kozen Tsukamoto (CRD# 4500292) is an Investment Advisor Representative working at Balboa Wealth Partners, Inc. in Newport Beach, CA and has over 15 years of experience in the finance industry.

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