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Innovative Financial, LLC

DeDe Jones
355 S. Teller St. Suite 200
Denver, CO 80226
phone: (303) 275-7170
fax: (888) 240-3588
email:
Manager Overview
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.
Experience & Disclosure
Firm CRD Number: 127465
Work Experience: 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."
Academic Background: BSAcc from the University of Denver Cum Laude Certificate from the College for Financial Planning 40 hours per year of continuing education
Services
Types of Investments: Investments oriented toward long-term financial success Small businesses (integrated with other portfolio components) Mutual funds Stocks Bonds Variable Annuities CDs Money Markets
Qualifications
Certifications, Accreditations and Designations: CPA in the State of Colorado Certified Financial Planner
Number of Advisors in Office: 3
Advisor's Number of Clients: 35
Assets Managed by Advisor: $11,000,000
Compensation
New Client Minimum Portfolio Size: No minimum
Fee: Flat fixed fee based on complexity
Money Manager Articles
Prepared by: DeDe Jones
Created on: 06/12/2009 9:56 am est
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