What Is Financial Planning?
2025 CSUMB Accounting Networking Event
Oct 2025Alex Black (Advisor), Cynthia Guerrero (Paraplanner), and Robert Hood (Paraplanner) recently attended the 2025 CSUMB Accounting networking event to speak with local students exploring career opportunities in accounting and finance. Approximately 130 students from CSUMB, Hartnell College, Monterey…
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Integris Welcomes Robert Hood
Sep 2025Integris Wealth Management is delighted to have Robert Hood join us as the newest member of our Advisory team. Robert joins us in the role of Paraplanner and will be working closely with our Advisors to develop financial…
Integris Welcomes Amanda Shugart
Sep 2025Integris Wealth Management is delighted to have Amanda Shugart join us as the newest member of our Operations team. Amanda joins us in the role of Office Assistant and will support the daily administrative needs of the firm,…
Webinar: Avoiding Medicare Mistakes in Retirement
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Paying for Education Under the OBBBA
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Team Spotlight: Erik Larsen
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Charitable Giving Under the 2025 OBBBA: What Individual Taxpayers Need to Know
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What the OBBBA Means for Your Taxes
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Promotion Announcement
Aug 2025
Promotion Announcement
Jul 2025
