Meet Our Team Of Tax And Financial Advisors
Our advisors and consultants blend tax strategy, business coaching, and financial planning expertise to help you reduce taxes, improve cash flow, and build lasting peace of mind.
David Block
Giovanny Diaz (Tina)
Henry Li
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Managing taxes and cash flow doesn’t have to be stressful. Our experts are here to guide you with proactive, year-round advice tailored to your goals.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as legal advice. Please consult legal professionals for specific information regarding your individual situation. 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.
This site is published for residents of the United States only. Financial Professionals of Innovation Partners LLC and IP Financial Advisory Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site.
Securities products are offered through Innovation Partners LLC, member FINRA/SIPC.
Advisory services are offered through IP Financial Advisory Services LLC. IP Financial Advisory Services LLC is a registered Investment Advisory Services firm with the SEC under the Investment Advisors Act of 1940.
Innovation Partners LLC , IP Financial Advisory Services LLC, and TaxMaster Financial Services Corp. are not affiliated.
David Block is licensed to business in the following states:
Innovation Partners LLC: AZ, CT, DC, FL, GA, ME, NC, NJ, NY, OR, PA, VA, VT
IP Financial Advisory Services LLC: NY
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