Encinitas, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Balboa Wealth Partners, Inc.
Team
Firm-wide stats for Balboa Wealth Partners, Inc.
About
Balboa Wealth Partners is an SEC‑registered investment adviser that provides comprehensive portfolio management, financial planning and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, businesses and retirement plans. The firm manages over $1.07 billion in client assets and operates with a team structure that uses both discretionary and non‑discretionary mandates as well as unaffiliated independent managers and a TAMP relationship with Axxcess Wealth Management.
The firm generally takes a long‑term, diversified approach, constructing portfolios with low‑cost mutual funds and ETFs while also using individual stocks, bonds and options when appropriate to meet client objectives. Balboa Wealth employs fundamental, technical, cyclical and charting analysis, conducts periodic account reviews, and advises on rollovers, rebalancing and tax‑sensitive decisions consistent with its fiduciary duties.
Noteworthy differences from many peers include sponsoring a wrap‑fee program and explicitly disclosing the use of derivatives (options), margin/borrowing and short‑sale techniques in managed accounts as part of its toolkit. Several advisory persons are registered representatives of a broker‑dealer and licensed insurance professionals (implementing commissionable securities through Willow Cove and selling insurance products), and the firm may negotiate limited performance‑based fees — including a long‑term, seven‑year performance alignment arrangement — with qualified clients.
Based on Balboa Wealth Partners, Inc.
Location
171 Saxony Rd, #102
Encinitas CA 92024
Advisors at this office
3
Advisors at this office
Joseph G
Series 66
Encinitas, CA
Balboa Wealth Partners, Inc.
Joseph Ganino III is a financial advisor at Balboa Wealth Partners, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Willow Cove Investment Group, Inc., Parcel Pending, and Zovio. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets and serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach, utilizing both discretionary and non-discretionary mandates, and emphasizes long-term, diversified portfolio construction with low-cost mutual funds, ETFs, and other securities.
Cheryl G
Series 66
Encinitas, CA
Balboa Wealth Partners, Inc.
Cheryl Gruetzmacher is a financial advisor at Balboa Wealth Partners, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Balboa Wealth Partners since 2016. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1.07 billion in assets and employs a team structure that utilizes both discretionary and non-discretionary mandates, focusing on a long-term, diversified investment approach using low-cost mutual funds, ETFs, and other securities.
Patrick B
Series 65
Encinitas, CA
Balboa Wealth Partners, Inc.
Patrick Brazell is a financial advisor at Balboa Wealth Partners, Inc. based in Encinitas, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Balboa Wealth Partners in 2021, he worked at East Los Angeles College and Seafood Central. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities, conducting regular account reviews and offering both discretionary and non-discretionary portfolio management.
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