Balboa Wealth Partners is an independent, fee-only Registered Investment Advisor (RIA) firm. Founded in 2010 by Jerry E. Kornwasser, the company is committed to providing objective, tailored wealth management strategies. Their services encompass financial planning, investment management, and retirement planning, with a focus on serving high-net-worth individuals, families, and institutions. The firm prides itself on its fiduciary responsibility, acting in the best interests of its clients without the conflicts of interest associated with commission-based products.

Founded in

United States