Passion & Attention to Detail
My background as a professional dancer for over 30 years, has taught me discipline, attention to detail, and the importance of consistent practice - qualities I bring to financial planning.
Given this experience in the arts, I particularly enjoy working with other artists and creative professionals to help them create financial security using the same discipline that led to their success in their artistic endeavors.
Mission Statement
My mission is to help you achieve peace of mind through comprehensive financial strategies that protect your income, preserve your wealth, and position you for long-term success.
I've seen too many clients come to me after experiencing adverse results from a lack of planning and follow-through. It's my mission to help you identify and pursue your goals, then put in place the processes to help you achieve them.
I believe that effective planning is crucial for long-term success, and I'm committed to providing the guidance and expertise you need to navigate our complex financial landscape.
Certifications & Education
Gregory Day, CERTIFIED FINANCIAL PLANNER®
Rigorous certification and renewal requirements
Gregory Day, Chartered Financial Consultant®
An added practical application component
Gregory Day, Certified Investment Management Analyst® Professional
Peak global certification for Investment Management and Portfolio Construction
Gregory Day, Chartered Retirement Planning Counselor™ Professional
Specialization in pre- and post-retirement needs
Gregory Day, Chartered Retirement Plans Specialist™ Professional
Specialization in the design and administration of Retirement Plans for businesses
Master of Business Administration
Kellogg School of Management (Northwestern University)
Gregory Day, CERTIFIED FINANCIAL PLANNER® CFP®
Rigorous certification and renewal requirements
Gregory Day, Chartered Financial Consultant® ChFC®
An added practical application component
Gregory Day, Certified Investment Management Analyst® Professional CIMA®
Peak global certification for Investment Management and Portfolio Construction
Gregory Day, Chartered Retirement Planning Counselor™ Professional CRPC®
Specialization in pre- and post-retirement needs
Gregory Day, Chartered Retirement Plans Specialist™ Professional
Specialization in the design and administration of Retirement Plans for businesses
Master of Business Administration
Kellogg School of Management (Northwestern University)
Global Expertise
What sets me apart is my unique ability to serve American expats living in France and Portugal. As a natural born American, a French citizen who is fluent in French, and a British citizen, I understand both the opportunities and complexities that come with living abroad while maintaining US citizenship.
I have dedicated my career to helping individuals, families, and businesses achieve their financial goals. With multiple prestigious certifications and an MBA from Northwestern University's Kellogg School of Management, I bring both academic rigor and practical experience to every client relationship.
Being a former successful business owner gives me unique insights into the needs of entrepreneurs and business owners, from startup through succession planning. From this experience, I understand firsthand the challenges of building and maintaining wealth.
What Are Our Customers Saying ?
Feedback from our delighted clientele.
I can't thank [Your Company Name] enough for their unwavering support and expert guidance. When my husband and I faced a sudden financial crisis, we didn't know where to turn. They were there for us, day and night, helping us make sound decisions.
JANE DOE
I've been a client of [Your Company Name] for years, and I can confidently say they've transformed my financial outlook. Their 24/7 services have allowed me to seize investment opportunities at the right moment and navigate market turbulence with ease.
JANE DOE
About Our Firm
Balboa Wealth has been built on the belief that the best way to do business is on a one-on-one, personal basis in the communities where our clients live and work. That's true whether working with a serious, long-term individual investor or tailoring a retirement plan solution to a large business.
At Balboa Wealth, we have the resources to help you simplify the process and reduce costs while establishing a plan tailored to your individual needs that will provide benefits for years to come.
Balboa Wealth Partners is a registered investment advisor. Balboa Wealth provides investment advisory
and related services for clients nationally. Balboa Wealth will maintain all applicable registrations and
licenses required by the various states in which it conducts business. For additional information, please
visit our website at www.balboawealth.com
Important Disclosures
Gregory Day is a financial advisor with Balboa Wealth. Investment products and services are offered through our registered investment advisor platform.
This website is for informational purposes only and does not constitute a complete description of our services or performance. Past performance is not indicative of future results.
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