Enedina Marie Morales

Employer firm

Balboa Wealth Partners, Inc. CRD 282329

$1.07B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → 02/2022
  First Financial Equity Corporation
  Tucson, AZ
• 10/2017 → 07/2024
  Wild Orchids Salon
  Tucson, AZ
• 04/2015 → 10/2017
  Unemployed
  Tucson, AZ
• 07/2022 → Present
  Balboa Wealth Partners, Inc. Dba Robinson & Shumaker Wealth Mgmt
  Tucson, AZ
• 07/2025 → Present
  Sunrise Tax & Planning Llc
  Tucson, AZ

Other Businesses

1. Sunrise Tax and Planning; Not Investment Related; 3567 E Sunrise Drive, Suite 119, Tucson, AZ. 85718; Nature of the business: Tax Preparation & Planning; Tax and Planning; Position: Tax Preparer; 7/1/2025 start date; 43 hours/month; Duties: Prepare and file tax returns. Enedina has 30% ownership in the business. Enedina is compensated per tax return that she prepares and files. 2. Licensed insurance agent; Not investment-related; Tucson, AZ 85718; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent

Exams

• S66 Uniform Combined State Law Examination
  2022-06-21

Other Names

• Enedina Marie Grijalva