Sandra Jessica Goins
Investment adviser representative at Balboa Wealth Partners, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Balboa Wealth Partners, Inc.Apr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Mar 2026
- J.P. Morgan Securities LLCMay 2015 to Apr 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Balboa Wealth Partners, Inc.
$1.1BAssets managed
1,127Clients
27Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5328260
- Firm CRD
- 282329