Expert wealth advisor Joshua Bliss to strengthen strategic growth for Balboa Wealth Partners.
(PRUnderground) January 30th, 2025
Balboa Wealth Partners welcomes the addition of Joshua Bliss, an expert wealth advisor with 18 years of experience in wealth management and financial services. With his deep industry knowledge and commitment to personalized service, Joshua’s addition will significantly enhance Balboa Wealth Partners’ ability to provide tailored and responsive wealth management solutions and further elevate the firm’s client-first approach.
Joshua has built an impressive career in the financial services industry, starting as a Financial Advisor at a leading estate planning firm in California. He later managed a team of 14 Financial Advisors across the state before relocating to Scottsdale, AZ. His career trajectory includes successful tenures at Merrill Lynch and Wells Fargo Advisors, where he managed a $100 million practice, earning the trust of a discerning clientele.
“Joining Balboa Wealth Partners allows me to continue putting my client’s interests first, leveraging a comprehensive investment platform, and offering the high-quality service they deserve,” said Joshua Bliss. “Balboa’s client-first approach and boutique model align perfectly with my commitment to providing customized financial strategies and fostering trusted relationships.”
In 2019, Joshua founded Gateway Capital Management, a firm dedicated to delivering personalized service, tailored investment portfolios, reduced fees, and a boutique client experience. Recognizing the synergies with Balboa Wealth Partners’ fiduciary-focused Registered Investment Advisor (RIA) model, Josh transitioned Gateway Capital Management under the Balboa Wealth umbrella in 2024 to enhance his ability to deliver exceptional wealth management solutions.
Joshua Bliss, a financial advisor with 19 years of industry experience, specializes in building personalized portfolios tailored to risk tolerance. Through his SEC-registered fiduciary wealth management practice, he offers comprehensive financial and retirement planning services. Joshua’s expertise spans complex financial strategies and alternative investments, and he works closely with other professionals to provide holistic services, retaining the trust of 93% of his clients during his practice transition.
To learn more about Balboa Wealth Partners, please visit their website.
For more news and information on Joshua Bliss, you can visit his website.
The post Joshua Bliss Joins Balboa Wealth Partners, Bringing Nearly Two Decades of Wealth Management Expertise first appeared on
Original Press Release.
