Broker Check

Products and Services

We provide assistance in the following areas:


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and Advisory Services offered through Centaurus Financial, Inc. Member FINRA and SIPC, a Registered Investment Advisor. These services are offered to residents of the United States of America (in certain States). Please Contact us to Determine if we are registered in your state. Innovative Wealth Solutions and Centaurus Financial,INC. Are not Affiliated Entities.

Supervisory Branch: 2300 E. KATELLA AVE SUITE 200. ANAHEIM, CA  92806 | OFFICE: (800) 880-4234 | FAX: (714) 456-1797

Innovative Wealth Solutions
Office: (707) 546-1000
Fax: (707) 546-0500

445 Orchard Street
Santa Rosa, CA 95404