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Richard B

Series 65

Palm Desert, CA

Innovative Wealth Partners, LLC

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.

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