Skip to content

Balboa FinancialInvestment advisor in Newport Beach, CA

Balboa Financial is an investment advisor at 1024 Bayside Dr #234, Newport Beach, CA 92660, ranked #20 of 154 investment advisors in Newport Beach and rated 1.0 from 7 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Newport Beach, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Balboa Financial
Address1024 Bayside Dr #234, Newport Beach, CA 92660Get directions
Phone(949) 427-2680
Websitebalboafinancial.com
Google rating1.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Newport Beach and 11 towns within 25 miles: Costa Mesa, Irvine, Huntington Beach, Fountain Valley, Laguna Beach, Santa Ana, Laguna Woods, Aliso Viejo, Tustin, Laguna Hills and Garden Grove.

Based in Newport Beach, CAView on map

Questions about Balboa Financial

How is Balboa Financial ranked in Newport Beach?

Balboa Financial is ranked #20 of 154 investment advisors in Newport Beach by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Balboa Financial serve?

Serves Newport Beach and 11 towns within 25 miles: Costa Mesa, Irvine, Huntington Beach, Fountain Valley, Laguna Beach, Santa Ana, Laguna Woods, Aliso Viejo, Tustin, Laguna Hills and Garden Grove. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about Balboa Financial?

Balboa Financial has a rating of 1.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Balboa Financial?

Call Balboa Financial on (949) 427-2680. The business is at 1024 Bayside Dr #234, Newport Beach, CA 92660. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Balboa Financial? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby investment advisors

Balboa Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Balboa Financial (this business)—651.0 (7)——
Patriot Gold Group#18654.9 (463)YesNo15.5 mi
SaveDaily#19653.7 (3)NoNo5.7 mi
WCM Investment Management#21645.0 (3)NoNo8.6 mi

See all 154 ranked investment advisors in Newport Beach