About Our Firm

About Our Firm

Our clients can count on Innovative Investment Partners for customized investment solutions. We focus on delivering the best advice, technology, and solutions in the industry—all structured to meet the unique needs of our clients. Our team brings deep knowledge, understanding, and genuine enthusiasm to delivering on what matters most to our clients. We remain committed to a culture built on independence, integrity, professionalism, and support for clients and team members who comprise our firm.

At Innovative, our deep understanding of what clients seek in a wealth management relationship started when Kathie was a tax professional operating a successful tax and accounting practice. She began noticing a growing need for clients to receive financial advice that aligned with their tax situation and strategies. While her tax professional peers referred their clients to someone else, she recognized that this solution was not always in their overall best interest. Often, clients were placed in the wrong investments by advisors who either did not fully understand the implications or failed to consider the client’s complete financial situation.

 

Click the photos below to read more about our team.

Kathie Muhler, MBA, EA, CFS®, RFC®, CSA

Partner, Senior Advisor

With over two decades of experience advising successful individuals, small business owners, and families, Kathie listens and leads with a comprehensive and personalized approach to all areas of planning including retirement, estate, wealth management, employee stock options and tax matters.

Kathie is personally involved regarding all client planning matters.  Kathie specializes in developing and implementing strategies to help our clients attain their family goals.

Kathie has an accounting degree and an MBA in finance from Rutgers University.  Kathie is an Enrolled Agent with the first-hand experience of IRS procedures and practices having several years experience as a field revenue agent focusing on the tax circumstances of high net worth individuals and small business entities.

With more than 22 years of supporting her clients by pursuing a holistic approach to their financial well-being, Kathie demonstrates the strength of this exceptional value proposition.

"Our tax knowledge makes us an ideal solution for offering financial services. Considering the tax equation when working on a financial plan gives us a unique advantage and, more importantly, helps our clients better manage their financial future.  At Innovative, we are committed to helping you leverage this knowledge to your advantage."

Jose Campos, AIF®, EA

Partner, Associate Advisor

Jose is currently an Associate Financial Advisor for the company, providing analysis and support relating to all client planning and investment-related needs. He also provides support with client investment and portfolio related reporting matters as well as portfolio trading.

He is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ (CFP®) course at U.C. Berkeley, the most highly regarded designation within the financial planning industry.

Jose has earned his AIF designation.  Accredited Investment Fiduciary® (AIF®) The AIF Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Jose has his Enrolled Agent license.  Enrolled Agent status is the highest credential awarded by the IRS. The EA credential is recognized as a tax expert across all 50 U.S. states.

Jose holds a BS degree in finance with a concentration in accounting from California State University-East Bay.  Jose was born in El Salvador but considers himself a native of the Bay Area, where he grew up. He was previously the director of business development at Gateway Financial Advisors in Walnut Creek.

 Jose enjoys working out at the gym, spending time with his family, and social activities with his many friends. .Jose has been a diehard Patriots fan for the past 17 years and doesn't miss a game.

Irene Pepping

Operations & Client Service Specialist, Notary Public

Irene provides the company with support in the area of Client Services and is often the first person you will speak with when calling our firm. She provides support for all client service related activities, including client correspondence, meeting scheduling and assisting clients with other administrative matters.

Irene’s responsibilities also include providing operations and administrative support for the firm. She assists clients with their account matters, including opening new accounts, cash management, insurance and annuity applications and other related support as needed.

Irene helps in gathering all relevant information from the portal to enable the team to prepare and analyze clients' financial statements, cash flows, and insurance needs.  She also is responsible for working with clients' tax documents and to coordinate client tax folders, projections and return documents.

Irene is a native of the United Kingdom. She was formerly an executive secretary to the chairman of Owen Owen and TJ Hughes stores in Liverpool. Later, she was recruited as an associate director of Style Magazine and Accolade Publications in London.

Irene came to the U.S. in 1980 and opened her own company, Pepping Cabinets, which serviced the Bay Area for about 30 years. She began to work at our office in 2010 and organizes and coordinates the office, appointments, client portal folders, and both physical and digital files. In 2014, Irene became a U.S. citizen and a notary public. She was married in 2008 and loves spending time with her family and her pets, outdoor hiking, and electronic gaming. She is currently playing virtual reality games on both PlayStation and Oculus Rift.

Sandy

Official Greeter

Sandy cannot answer the phone, read or answer email, but she loves to meet our visitors and play with her toys. Sandy is a Marshmallow, which is a cross of Maltese and Shih Tzu.  She doesn't bark or shed and loves people and children like a live little teddy bear.