Since 2004, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, life insurance, annuities, 401ks, roth ira, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help with your financial and investment planning goals. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Malinda began her career in January, 1991 as a underwriter with ACME Insurance. She left ACME in 1998 and started her sales career as an underwriting agent with Worker's Insurance Ltd. She’s been at Innovation Financial Group since 2004. She likes to oil paint with her young daughters in her spare time.
Jayne began her Advisor career in June, 2000 as a planner with ACME Investments. She left ACME in 2005 and became an agent with Worker's Group. She’s been at Innovation Financial Group since 2010. She hikes in her spare time.
Denise began her career in June, 2001 as an account manager for ACME Investments. She left ACME in 2004 and started her sales career as an agent with Worker's Group. She’s been with Innovation Financial Group since 2007. She practices yoga in her spare time, and runs an animal shelter for displaced pets.
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WELLS FARGO BEVERLY HILLS BUSINESS CENTER - 433 North Camden Drive 6th Floor Beverly Hills, CA 90210 United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment