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Kozen Tsukamoto
from Balboa Wealth Partners, Inc.
Kozen Tsukamoto is a financial advisor based in Arizona, Scottsdale,
with 23 years of experience. Kozen currently works for
Balboa Wealth Partners, Inc..
Kozen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kozen Tsukamoto works at Balboa Wealth Partners, Inc.
Balboa Wealth Partners, Inc. is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $432,582,610 of assets under management and employs about 30 people. Balboa Wealth Partners, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and subscription fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and subscription fees
Office location
6263 North Scottsdale Road, Suite 265, Scottsdale, Arizona, 85250
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