La Jolla, 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
9404 Genesee Avenue, Suite 340
La Jolla CA 92037
Advisors at this office
2
Advisors at this office
Rodolfo R
Series 66
La Jolla, CA
Balboa Wealth Partners, Inc.
Rodolfo Rodriguez is a financial advisor with Balboa Wealth Partners, Inc., holding a Series 66 credential and 17 years of industry experience. He has held roles at firms including Niagara International Capital Limited and Chalice Capital Partners, LLC. Outside of advisory work, he has worked as a freelance writer and tennis professional. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside individual securities and offers both discretionary and non-discretionary portfolio management.
Michael F
ChFC®, Series 63, Series 65
La Jolla, CA
Balboa Wealth Partners, Inc.
Michael Frager is a ChFC® with 41 years of experience in the financial services industry. He is currently affiliated with Balboa Wealth Partners, Inc., where he has worked for 10 years, and also has experience with Willow Cove Investment Group and Centaurus Financial, Inc. In addition to his advisory role, he is involved in estate planning and tax preparation, and acts as a tax consultant in the real estate sector. 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, ETFs, individual securities, and options, and operates with a team structure utilizing both discretionary and non-discretionary mandates.
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