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

AA
Alexander Aretakis
Managing Director, Investment Advisor
IC
Ian Crawford
Senior Vice President
RB
R. Brooks Brydges
Wealth Manager
Profile Photo
Cheryl Gruetzmacher
President

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation