CoverProfile

David Mowad

Managing Director/Investment Advisor

Balboa Wealth Partners

United States, Arizona, Paradise Valley

About Me

David has been an Arizona resident for 32 years and a proud graduate of Arizona State University. Although David had aspirations of playing golf professionally, wealth management became his true calling, and he has been proudly serving his clients since 1994. David’s passion is to not only assist his clients in accomplishing their goals and creating wealth, but to also preserve it. “I like to keep things simple; complication just makes room for error.”

Profile Information

Managing Director/Investment Advisor

Balboa Wealth Partners

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Paradise Valley

Arizona

United States

Aug 28, 2025

More profiles to browse

AA
Alexander Aretakis
Managing Director, Investment Advisor
Profile Photo
Cheryl Gruetzmacher
President
IC
Ian Crawford
Senior Vice President
MB
Matt Beary
Investment Advisor

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BW
Bill Wood
Managing Member, Principal
Nova R Wealth