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

RB
R. Brooks Brydges
Wealth Manager
Profile Photo
Jeremy Tate
Investment Advisor
Profile Photo
Cheryl Gruetzmacher
President
Profile Photo
Jeff Gilbert
Chief Executive Officer, Founding Partner

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth