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Manager Overview
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Innovative Financial, LLC is a fee-only financial planning firm focused on furthering our clients financial success through an integrated investment approach that balances all of a clients resources. |
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Experience & Disclosure
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Firm CRD Number:
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127465 |
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Work Experience:
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DeDe (Raydeena) M. Jones, CPA, CFP™ is the Managing Director of Innovative Financial, LLC. She has twenty years of experience in the financial arena, including serving as an auditor for Ernst and Young, a lender for First Interstate Bank (now Wells Fargo), and a Controller for numerous companies, while working for a Venture Capital firm. As Vice President for Retirement Without Tears, she solidified her expertise as a financial planner and investment consultant.
DeDe understands that no matter how vast her experience is, its only value is within the context of an effective relationship. Therefore, she makes it a priority to be available to answer your questions and concerns, and will meet with you however often is required to help you meet your goals. As a client of Innovative Financial, there's no reason for worrying; as DeDe often says, "Call me – you'll sleep better." |
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Academic Background:
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BSAcc from the University of Denver Cum Laude
Certificate from the College for Financial Planning
40 hours per year of continuing education |
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Services
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Types of Investments:
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Investments oriented toward long-term financial success
Small businesses (integrated with other portfolio components)
Mutual funds
Stocks
Bonds
Variable Annuities
CDs
Money Markets
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Qualifications
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Certifications, Accreditations and Designations:
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CPA in the State of Colorado
Certified Financial Planner |
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Number of Advisors in Office:
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3 |
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Advisor's Number of Clients:
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35 |
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Assets Managed by Advisor:
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$11,000,000 |
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Compensation
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New Client Minimum Portfolio Size:
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No minimum |
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Fee:
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Flat fixed fee based on complexity |
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Money Manager Articles
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