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Gifford Lehman, MBA, CFP®


Working with colleagues who share my vision about creating a firm “that we would want to hire for ourselves” gives me great pleasure.  But what is really rewarding is seeing clients transform from a place of anxiety to a place of clarity and confidence regarding their money.

  

I was fortunate in that I was raised in a family that communicated good “money messages.”  I grew up hearing things like “If you can’t afford to pay cash, then you can’t afford it” from my dad.   I put myself through college and graduated with a degree in Speech Communication, which helps me listen to and talk with my clients about their money.  I obtained a MBA from Carnegie-Mellon which gave me the analytical tools to understand markets and finance.  I then spent 20 years in New York City as an institutional investment professional, which provided me with invaluable real world experience.  Lastly I earned the CERTIFIED FINANCIAL PLANNER(TM) designation to round out my financial planning knowledge and founded Integris in 1997, where I focus mostly on financial planning.  You might say that being at Integris is what I have been training for my whole life.

On a personal note, my wife, Pam, and I have been married since 1977 and we are the proud parents of two great adult children.   Outside of work, Pam and I try to take a “lifelong learning” approach to life and are interested in history, performing and visual arts, photography, wine, and nature, which we pursue through hiking, reading, lectures, and travel. 

Pam and I also appreciate that we have been very fortunate in many ways, and so we try to give back by donating our time and professional expertise to local non-profits.  My current and recent past involvement have included serving in various board or committee capacities at Pacific Repertory Theater, Monterey Peninsula College Foundation, and CSU Monterey Bay Foundation, Monterey Museum of Art, and the Center for Photographic Art.

You can contact Giff at 831-333-1717 or giff@integriswealth.com.

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