Scottsdale, AZ North Scottsdale Road Office

Jeffrey Gilbert is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at several firms, including Chalice Capital Partners, LLC, Niagara International Capital Limited, and Arete Wealth Advisors LLC before joining Balboa Wealth Partners in 2015. 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 team structure and a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options, with a focus on periodic account reviews and tax-sensitive decision-making.

Duane Shumaker is a CFP® professional with 29 years of industry experience, currently serving at Balboa Wealth Partners, Inc. He has held prior roles at Sunrise Tax & Planning LLC, Sage Financial Services LLC, First Financial Equity Corporation, and operates Shumaker Wengren LLC, where he is managing partner involved in tax preparation and bookkeeping supervision. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, employing a long-term, diversified approach using mutual funds, ETFs, and individual securities alongside fundamental and technical analysis.

Lesa Skarlot is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at First Financial Equity Corporation, Foundations Investment Advisors, and Dynamic Capital Investments. 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, combining fundamental, technical, cyclical, and charting analysis within a team structure to meet client objectives.

Enedina Morales is a financial advisor with Balboa Wealth Partners, Inc., holding a Series 66 designation and four years of industry experience. She previously worked at First Financial Equity Corporation and has ownership interest in Sunrise Tax and Planning, where she prepares and files tax returns. Balboa Wealth Partners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, using a long-term, diversified investment approach that incorporates low-cost funds, individual securities, and periodic account reviews.

Kozen Tsukamoto is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations with 17 years of industry experience. He has been with Balboa Wealth Partners, operating as Rim Country Wealth Advisors, 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 billion in assets and employs a team-based approach using diversified strategies that include low-cost mutual funds, ETFs, individual securities, and options to meet client objectives.

Joshua Bliss is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley, and Wells Fargo Clearing. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. 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 team-based approach to portfolio management and financial planning, utilizing diversified investment strategies that include mutual funds, ETFs, individual securities, and options.

Gregory Hermes is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes 12 years at First Financial Equity Corporation. 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 team-based approach and utilizes diversified, long-term portfolios constructed with low-cost mutual funds, ETFs, and selected individual securities.

Michael Santoro is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Retirement Consultants, Inc., Clout Inc. Advisors, and Cetera Advisors, LLC. He is also a licensed insurance agent and devotes part of his time to insurance sales and implementation. Balboa Wealth Partners is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach, managing portfolios with a combination of discretionary and non-discretionary mandates using low-cost mutual funds, ETFs, individual stocks, bonds, and options.

John Robison is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Sun Valley Solar Solutions for two years. 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-based approach that incorporates both discretionary and non-discretionary mandates, using a diversified investment strategy that includes low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Ryan Robinson is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at First Financial Equity Corp and Sunrise Tax & Planning LLC. Robinson is involved with Robinson & Shumaker Wealth Management, which operates as a DBA under Balboa Wealth Partners. 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 billion in assets, employing a long-term, diversified investment approach using mutual funds, ETFs, and individual securities, while incorporating fundamental and technical analysis.

Michael Bagley is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding a Series 65 credential with five years at Balboa and previous experience at First Financial Equity Corporation and Bank of America. He has seven years of industry experience prior to his current role. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets, 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, incorporates various analytical methods, and offers both discretionary and non-discretionary portfolio management.

David Mowad is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked for First Financial Equity Corporation for 22 years before joining Balboa Wealth Partners in 2021. 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, and it offers both discretionary and non-discretionary mandates with a team structure.