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Balboa Wealth Partners, Inc.

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United States
Newport Beach, CA
Balboa Wealth Partners, Inc.

OUR APPROACH
Our approach begins with getting to know each other. Our goal and duty is to be your advocate to help you achieve your financial goals. Mr.

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 le

ad 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 *

06/01/2026

A cash reserve strategy is not just an emergency fund. It is a way to protect your long-term plan from forced decisions during volatility, income disruption, or big expenses.

This article breaks down a bucketed approach for sizing reserves using stress tests instead of generic rules.

Build resilient cash reserves. Learn to size liquidity using a three-bucket approach to protect your wealth and capture opportunities.

05/25/2026

Concentrated company shares can feel like a vote of confidence, but they can also create hidden risks tied to your income, liquidity, and long-term options. This article breaks down when holding can make sense and how to diversify with a disciplined, tax-aware framework.

If you are sitting with concentrated stocks and are unsure what to do next, read more.

Manage the risks of concentrated stock positions. Learn when to hold, how to diversify, and strategies to protect your wealth from single-stock exposure.

05/18/2026

SLATs are often described as an estate planning sweet spot because they may help couples use exemptions while preserving indirect access through a spouse. The structure can be powerful, but dual SLATs can raise reciprocal trust doctrine concerns if the trusts look too similar.

This article breaks down what to watch, how SLATs are commonly designed, and where problems can show up after funding. Read the full piece at the article link and share it with a spouse or partner who is part of the decision.

Enhance your estate planning with Spousal Lifetime Access Trusts (SLATs). Learn to leverage 2026 exemptions while avoiding reciprocal trust risks.

05/11/2026

Volatile markets can make even experienced investors feel like they need to “do something.” This article explains when tactical shifts may be appropriate and how dynamic rebalancing can help you stay rules-based.

If you want a clearer approach that reduces reaction-driven decisions, read the full article at the link. Share it with someone who is tempted to override their plan every time headlines spike.

In volatile markets, true tactical asset allocation is not an emotional reaction. It's a pre-defined action with a specific reason and a clear exit plan.

05/04/2026

Mutual funds are built for broad access, but they are not designed around your personal tax situation or household constraints. This article explains how SMAs can offer more control through tax-loss harvesting, personalized restrictions, and direct indexing.

Curious which structure fits your goals and complexity tolerance? Get more insights in our latest blog. 👇

Compare separately managed accounts (SMAs) vs. mutual funds. Discover how SMAs offer customization, tax-loss harvesting, and direct ownership benefits.

04/27/2026

Your biggest retirement wildcard isn't the market; it's your health.

Healthcare inflation, longer lifespans, and rising care costs mean personal financial planning must evolve. Instead of anchoring to a retirement date, start with longevity risk.

Key insights from our latest article:
✓ Model healthcare costs in 3 layers: routine, shock events, extended care
✓ Design long-term care strategy with multiple funding paths
✓ Treat lifespan extension as a financial variable, not a prediction
✓ Integrate annual "health and wealth" reviews into your strategy

Your financial plan should reflect your health, your family, and your vision.

Master healthcare planning and longevity risk with integrated personal financial planning. Learn how to align wealth with health realities in retirement.

04/20/2026

Private investments can be a useful complement for business owners, but a “private markets allocation” works best when it is paced, stress-tested, and built around real liquidity needs. This article lays out a structured framework for incorporating private equity, private credit, and real assets without turning your portfolio into a black box.

Want a clearer method before you commit capital? Read the full article at the link and share it with another founder who is thinking about private opportunities.

By treating private equity investments as distinct tools and employing diversification, you can enhance returns without unintended financial pressure.

04/13/2026

Cyber threats in 2026 are not only about hacking. Many successful attacks rely on impersonation, rushed approvals, and digital signature tricks that feel legitimate until it is too late.

This article covers advanced steps that can help wealthy families reduce risk across logins, signing workflows, and sensitive financial information.

We explore cybersecurity risk management for wealthy families. Learn to build a high-assurance identity stack and prevent digital signature fraud.

04/06/2026

Your financial advice shouldn't sound like a chatbot; it should understand your life. Check our latest article to learn what AI advisors really do (and what they can't).

The takeaway? The smartest wealth strategies combine intelligent analysis with human judgment and real accountability.

Your situation is unique. Your advice should be too.

Discover the risks of an AI financial advisor. Learn how AI supports wealth planning and why human oversight is essential for complex decisions.

03/30/2026

You've mastered wealth building—now it's time to master what comes next.

Retirement isn't the end of purpose; it's the beginning of freedom to design your days around what truly matters. From redefining your relationship with money to creating meaningful structure, this transition deserves the same strategic thinking you brought to your career.

Ready to redefine retirement on your terms?

You've mastered wealth building, now it's time to master what comes next. Ready to redefine retirement on your terms? Start your journey today.

Address

1400 Newport Center Drive, Suite 290
Newport Beach, CA
92660

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://balboawealth.com/contact/

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