CoverProfile

Thomas Breslin

Investment Advisor

Balboa Wealth Partners

United States, California, Newport Beach

About Me

Thom Breslin has been professionally serving clients for over twenty years. His wealth of experience and knowledge in healthcare, technology and the financial services brings together unique insight and strength to the success of each client’s individual financial roadmap. His breadth of accreditation as a Financial Consultant, Certified Employee Benefit Specialist and a Certified Fiduciary best affords current and new clients the opportunity to maximize income in retirement from sudden wealth, employment, business ownership or a successful professional career.

Profile Information

Investment Advisor

Balboa Wealth Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Newport Beach

California

United States

May 15, 2024

More profiles to browse

RB
R. Brooks Brydges
Wealth Manager
Profile Photo
Richard Rock
SVP Investment Advisor
MB
Matt Beary
Investment Advisor
KT
Koz Tsukamoto
Wealth Manager

You Might Like

JB
Joy Bunzel
Client Services
Sierra Investment Management
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST