DeDe Jones

CPA, CFP®

Innovative Financial, LLC

Managing Director

Contact Me

DeDe Jones

CPA, CFP®

Innovative Financial, LLC

Managing Director

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - DeDe Jones, CPA, CFP®

Contact Me

303-275-7170

Website

Fee-Only financial planner located in Lakewood, CO, serving clients locally and across the country

DeDe Jones is a Golden, CO fee-only financial planner. Innovative Financial, LLC provides investment management, tax planning and preparation, and comprehensive financial planning to help clients nearing retirement, women in transition, young professionals, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, DeDe Jones is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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DeDe Jones 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."

In addition, our comprehensive Consulting Team consists of professionals in the areas of estate law, insurance, and the stock market. They will be brought in to assist you as needed, and their credentials presented at that time. We are proud to only work with those whom we would trust with our own personal matters.

DeDe Jones is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Innovative Financial has the expertise, finesse and experience necessary to create personalized, unbiased financial recommendations you can trust. We provide financial planning, investment management and business consulting services that blend critical analysis with compassion and creativity. The results are innovative strategies and solutions that unite your objectives and lifestyle.

We provide these services at fair and reasonable rates, with full disclosure of our fees and expenses. We don't sell anything and we don't get paid commissions by anyone, which means our only incentive is to provide you with superior service and unvarnished advice.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    DeDe Jones is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    DeDe Jones is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant

    DeDe Jones is a Certified Public Accountant (CPA)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • Financial Planning Association
    DeDe Jones is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact DeDe Jones

303-275-7170

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Office Locations:

  • 355 S Teller St
    Suite 200
    Lakewood, CO 80226

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