Betty L. Wang

BW FINANCIAL PLANNING

GREENWOOD VILLAGE, CO

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CRD#: 6611103

Professional summary

Betty Lin Wang, CFP® is a registered financial advisor currently at BW FINANCIAL PLANNING located in Greenwood Village, Colorado and INNOVATIVE FINANCIAL, LLC located in Lakewood, Colorado.

Betty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Betty has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Min. Asset: $250K–$500K

Services Offered

Investment Planning

Retirement Planning

Comprehensive Financial Planning

Specializations

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Biography

Betty Wang is a Denver, CO Fee-Only financial planner. BW Financial Planning provides comprehensive financial planning, retirement planning, and investment management to help clients in all financial situations organize, grow, and protect their assets.  BW Financial Planning serves clients as a fiduciary and never earns a commission of any kind.

Betty is a CERTIFIED FINANCIAL PLANNER(TM) professional (CFP®), a member of the National Association of Personal Financial Advisors (NAPFA), and XY Planning Network (XYPN).

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Betty Lin Wang's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

April 27, 2018 - Present

BW FINANCIAL PLANNING

RIA

CRD#: 292827

GREENWOOD VILLAGE, CO

Current

July 1, 2026 - Present

INNOVATIVE FINANCIAL, LLC

Office #1: 355 South Teller Street Suite 200, Lakewood, CO 80226

RIA

CRD#: 127469

LAKEWOOD, CO

Past

March 23, 2016 - December 11, 2017

SCB GLOBAL CAPITAL MANAGEMENT, LLC

RIA

CRD#: 172005

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INNOVATIVE FINANCIAL, LLC

INNOVATIVE FINANCIAL, LLC | JONES, RAYDEENA M.

CRD#: 127469 / SEC#: 801-135286

RIA

Registered Investment Advisory firm - (2/6/2026 Approved)

Colorado

Registered Investment Advisory firm - (2/9/2026 Termination Requested)

Texas

Registered Investment Advisory firm - (2/15/2026 Termination Requested)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(4/27/2018)

IAR

Texas
(4/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/23/2016

Uniform Investment Adviser Law Examination

Current Firm

INNOVATIVE FINANCIAL, LLC

INNOVATIVE FINANCIAL, LLC | JONES, RAYDEENA M.

CRD#: 127469 / SEC#: 801-135286

RIA

Registered Investment Advisory firm - (2/6/2026 Approved)

Colorado

Registered Investment Advisory firm - (2/9/2026 Termination Requested)

Texas

Registered Investment Advisory firm - (2/15/2026 Termination Requested)

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Contact information

Main Address

355 South Teller Street Suite 200, Lakewood, CO 80226

Mailing Address

Phone number

(303) 275-7170

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INNOVATIVE FINANCIAL FORM ADV PART 2 (1/7/2026)

Regulatory assets under management

Total Number of Accounts	85
AUM (Assets Under Management)	$ 105,290,978

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Betty L. Wang

Professional summary

At a Glance

Services Offered

Specializations

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Betty Lin Wang's CRS (Customer Relationship Summary).

Certified licenses

Experience

BW FINANCIAL PLANNING

INNOVATIVE FINANCIAL, LLC

SCB GLOBAL CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

INNOVATIVE FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2016

Current Firm

INNOVATIVE FINANCIAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INNOVATIVE FINANCIAL, LLC

TRUST BUT VERIFY

Contact information

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