Lehman & Leavy Wealth Management   Schwab client login
About UsServicesResourcesContact Us

Will Perkins

I was born and raised on the Monterey Peninsula.  After graduating from Carmel High School, I studied in France during a gap year, then studied at the University of California, Davis to ultimately graduate with a B.S. in Managerial Economics in August of 2018. I was fortunate to then return to the place I call home. I became interested in financial planning during my undergraduate studies and upon graduation decided to begin studying to become a Certified Financial Planner.  When I learned of Integris Wealth Management I was eager to become a part of such a driven and professional team of individuals willing to share their knowledge and experience.  

I am very happy to have been welcomed at Integris and I am keen to learn the finer points of financial planning.  The positive culture that is clearly evident makes a difference. I am proud that I have been able to join a team that cares about its clients and always strives to do the right thing. The strong collaborative nature of the firm will allow me to continue my growth while being part of a dedicated team. Most importantly, the expertise Integris provides helps so many individuals and I really wanted to be a part of that effort. I look forward to getting to know our clients while helping them achieve their financial goals. 

In my free time I am an avid angler, musician, traveler, and dog owner. I enjoy spending time in the outdoors and with my family, who also live in Monterey. You can often find me enjoying the beautiful Monterey Peninsula by bike or by kayak.

You can contact Will at 831-333-1717 or will@integriswealth.com.

Forward this page to a friend