Your Financial Future Starts Here
Tailored financial advisory services for Americans at home and abroad. Serving clients in the USA, France & Portugal
Balboa Wealth, Gregory Day, CFP®
Not All Wealth Advisors Are the Same
Some say wealth advisors are all the same. My clients would tell you that's simply not the case. In today's service-deprived world, I strive to provide a client experience built on trust, expertise, and genuine care for your financial wellbeing. Clients appreciate the clear explanations, steady guidance, and consistent follow through. This support helps them feel informed and confident with every financial decision they make.
Comprehensive Financial Planning
Gain clarity and direction over your entire financial life with our integrated planning process. We bring together every key element of your finances including cash flow, insurance, taxes, investments, and personal goals into one unified strategy. With a customized plan, you can make confident choices, set clear priorities, and grow long-term wealth while staying prepared for the financial challenges that life may bring.
Investment Management
Grow and preserve your wealth through disciplined investment strategies aligned with your risk tolerance and financial objectives. Our portfolio management combines thorough market research, diversification principles, and ongoing monitoring to optimize returns while managing risk. We adapt your investment approach as your life circumstances and market conditions evolve.
Retirement Planning
Build confidence in your retirement years with personalized planning strategies tailored to your lifestyle goals. We review your current savings, project possible future needs, and explore options for Social Security benefits, 401(k)s, and IRAs. The goal of our approach is to help support the standard of living you want in retirement while accounting for inflation and market fluctuations.
Estate Planning and Wealth Transfer
Protect your legacy and aim to support the efficient transfer of your wealth to future generations. Our services include estate planning and tax-focused strategies. We review ways to reduce potential estate taxes and support the value transferred to your beneficiaries so you leave a strong financial foundation for your family’s future.
Why Choose Us?
Proven Expertise
With multiple certifications including CFP®, ChFC®, CIMA®, CRPC™, and CRPS™, plus an MBA from Kellogg Northwestern University, Gregory brings deep expertise to every client relationship.
Global Perspective
Holding US, French, and British citizenship, Gregory uniquely serves American expats in France and Portugal. Fluent in French, he understand both US obligations and European opportunities.
Business Experience
As a former successful business owner, Gregory understands first-hand the challenges entrepreneurs face, providing practical solutions for business owners and their employees.
Personal Approach
Every client receives personalized attention. We take the time to understand your unique goals and create strategies tailored specifically to your situation.
Fee Transparency
No hidden costs or surprises. We believe in complete transparency about fees and costs, so you always know exactly what you're paying for.
Comprehensive Planning
From retirement planning to wealth preservation, Gregory offers a full range of services to help you achieve financial independence and peace of mind.
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
FAQS
What is a Certified Financial Planner®?
A Certified Financial Planner® acts as your personal financial coach, and they have serious credentials to back up their expertise. To become a CFP®, a person must complete a course of study and then pass a two-part, rigorous examination that covers investments, tax planning, insurance, retirement planning, estate planning, and other crucial personal finance topics. Awarded by the Certified Financial Planner Board of Standards®, the CFP® designation also means holders must do a significant amount of continuing education each year to keep up their skills—or they risk losing the certification. At all times when providing financial advice to a client, a CFP® professional must act as a fiduciary, and therefore, act in the best interest of the client. This encompasses three primary responsibilities: the duty of loyalty (placing the client’s interests first); the duty of care (acting with competence and diligence); the duty to follow client instructions (complying with all reasonable and lawful client requests).
How much money do I need to start working with a financial advisor?
While requirements vary by firm, many financial services firms have minimums ranging from $250,000 to $1 million in investable assets. However, we believe financial planning should be accessible at various asset levels. I'd recommend scheduling a consultation to discuss your specific situation and how our services might benefit you, regardless of your current asset level.
What services does your firm offer?
We offer comprehensive, holistic financial planning and financial management services, including retirement planning, investment management, tax optimization, estate planning, and risk management.
How do I schedule a consultation with you?
You can schedule a consultation by filling out our contact form or calling our office directly.
Who typically benefits from working with a financial advisor?
Our clients are individuals, families, and businesses looking for personalized financial guidance and long-term wealth strategies. They include high-net-worth individuals, business owners, professionals, and retirees.
What do I need to prepare for my first meeting?
Please bring details of your income, expenses, investment accounts, retirement savings, insurance policies, and any outstanding debts. A link to our financial planning tool or a list will be sent prior to your meeting.
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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