About Innovative Investment Professionals
Meet Christopher Rael
Christopher Rael started Innovative Investment Professionals in 1996 with the intention of helping people “solve their investment problems” through an honest, straightforward approach.
Chris went into this industry entirely to help people, and takes their individual situations into account when doing so. He’ll get you not only to retirement, but through it. He’ll go the extra mile to help clients achieve their goals.
Christopher is honest, compassionate, generous, and a pretty funny guy. When not doing this work, he’s a high school basketball coach. In his spare time, he enjoys traveling, reading, movies, and spending time outdoors.
Meet Jerry Baca
Jerry Baca, a lifelong resident of Santa Fe, NM has been in the financial services business for 24 years. He attained a bachelor’s degree in finance in 1998. Jerry worked with the prestigious company of New York Life for 3 years before being employed with Allstate Financial. Jerry’s recent decision to become a partner with Innovative Investment Professionals, is his best accomplishment yet. He is now able to offer his clients more choices of new innovative financial products with the world’s top insurance carriers. Jerry’s emphasis with financial services is about establishing personal relationships with his clients. He enjoys meeting new people and spending time educating them on the importance of having a secure future and helping them with their options in choosing appropriate financial strategies for themselves and their families. His client base ranges throughout the beautiful state of New Mexico.
Meet Kobi Worling
Kobi has been an accounting professional in Albuquerque and the surrounding areas since 1999 with her focus being on Business planning, budgeting, and forecasting. She partnered with Innovative Investment Professionals to bring the expertise of a Financial Services and Insurance Industry leader since 1996 to her clients. Her focus is to help educate small business owners, Retirees, and pre-retirees on all retirement options. The goal isn’t just to get our clients to retirement but to get them through retirement.
To Kobi, family comes first and is not only the foundation of her life but the biggest motivator of everything she does. She is the proud wife of, Chris Worling, who is also her business partner, and a momma to four amazing kids. Her oldest, Kaleigh, is currently a UNM LOBO, Christian, is a high school senior, Kameron, is a high school freshman, and, Connor, is in the 5th grade. Between meeting with clients and attending sporting events, Kobi is also an avid reader… just kidding! Between her love for helping her clients and raising and cheering on her kids, she has no time for extracurriculars. If you ask her though, she will tell you she loves every minute of it!
Her goal is to help as many people plan and set up their future goals so that their next chapter of life is as easy and enjoyable as possible. She’s able to do this by working with leading companies that offer safe and innovative retirement strategies that include options to continue to grow retirement accounts even after retirement. She also works to provide great options for pre-retirement, estate, and family planning. Kobi looks forward to the opportunity to work with you on planning your future.
Helping Our Community
Giving Back
Not everyone is as fortunate as we are. For this reason, we do what we can to give back to our community. We partner with local charities in order to host client events that double as fundraisers.
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Help Us Help You
Interested in attending one of our events? Reach out to us about it. Think there’s a charitable organization that could use our help? We’d be happy to look into it.
