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Rodolfo Rodriguez

Balboa Wealth Partners, Inc.

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About Rodolfo Rodriguez

Rodolfo Rodriguez is a financial advisor at Balboa Wealth Partners, Inc.. Rodriguez has been in the financial services industry for over 15 years and is registered with the state of California as an investment advisor representative. Rodriguez has experience with various financial products and services, including financial planning, portfolio management for individuals, and selection of other advisors. Rodriguez has held previous positions with Niagara International Capital Limited, Capello Capital Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Rodolfo Rodriguez is currently registered with Balboa Wealth Partners, Inc.. Balboa Wealth Partners, Inc. is an investment advisor registered with the SEC, headquartered in SCOTTSDALE, AZ. The firm manages approximately $775,979,843 in assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. They participate in a wrap fee program.
Balboa Wealth Partners, Inc.

6263 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85250

$775.98M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rodolfo Rodriguez’s Registration & Firm History

CA

05/31/2022 - Present

Balboa Wealth Partners, Inc. (San Diego CA)

CA

06/15/2018 - 01/24/2019

CHALICE CAPITAL PARTNERS, LLC (San Diego CA)

CA

03/16/2015 - 06/15/2018

NIAGARA INTERNATIONAL CAPITAL LIMITED (San Diego CA)

CA

01/17/2011 - 02/27/2014

CAPPELLO CAPITAL CORP. (SANTA MONICA CA)

CA

05/17/2004 - 01/14/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 06/09/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 05/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rodolfo Rodriguez.
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