CoverProfile

Alexander Aretakis

Managing Director, Investment Advisor

Balboa Wealth Partners

United States, Arizona, Paradise Valley

About Me

Alexander was born in New York and began his career with EF Hutton, Shearson Lehman Citigroup, on the trading floor of their Fixed Income division at the World Trade Center. Alex relocated to Scottsdale, AZ, in early 2000 to continue his passion of serving his clients. Alex merged his wealth management practice with David Mowad about 12 years ago, which has helped to provide a higher level of service to his client base.

Profile Information

Managing Director, Investment Advisor

Balboa Wealth Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Paradise Valley

Arizona

United States

Aug 13, 2024

More profiles to browse

Profile Photo
Richard Rock
SVP Investment Advisor
RB
R. Brooks Brydges
Wealth Manager
Profile Photo
David Mowad
Managing Director/Investment Advisor
MB
Matt Beary
Investment Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management