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This communication is strictly intended for individuals residing in the states of AZ, CA, CO, IN, MN, NM. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The Financial Professionals of Innovative Investment Partners are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Innovative Investment Partners, LLC.

Tax preparation and planning services offered through Complete Tax Solutions are separate and unrelated to Commonwealth. 

Form CRS

851 Burlway Road Suite 600
Burlingame, CA 94010
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.