Advisor at Innovative Wealth Partners, LLC
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Firm
Innovative Wealth Partners, LLC
Location
Palm Desert, CA
Credentials
Series 65
Industry experience
11 years
Richard Balance is a financial advisor at Innovative Wealth Partners, LLC in Palm Desert, CA, with 11 years of industry experience. He holds a Series 65 designation and has been with Innovative Wealth Partners since 2008. Balance is also a licensed life insurance agent. Innovative Wealth Partners operates as an independent, solicitor-only advisory firm that refers individual and high-net-worth clients to third-party investment managers rather than providing direct portfolio management. The firm’s approach focuses on selecting and referring licensed advisers and does not maintain assets under management or perform ongoing manager reviews.
Palm Desert, CA
California
Innovative Wealth Partners, LLC
2019 - Present (7 years)
Innovative Wealth Partners, LLC
2019 - Present (7 years)
Innovative Wealth Partners, LLC
2008 - Present (18 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Palm Desert, CA
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Series 63, Series 65
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CFP®, CFA®, Series 63
Rancho Mirage, CA
Stoke Capital
CFP®, Series 63, Series 65
Palm Desert, CA
Desert Financial Planning
Series 65
Palm Springs, CA
Luke Capital
CFA®, Series 63, Series 65
Indio, CA
Coryell Capital Management
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