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Establishing the Integris Scholarship

Integris Wealth Management is pleased to announce the establishment of the Integris Scholarship program to support students enrolled in California State University Monterey Bay’s (CSUMB) Financial Planning Track. The Integris Wealth Management Scholarship Fund aims to foster a…

2024 CSUMB Accounting Networking Event

Alex Black (Advisor), Cynthia Guerrero (Paraplanner), and Michelle Arroyo (Office Manager) attended the 2024 CSUMB Accounting Networking Event this year to speak with local students exploring career opportunities in accounting and finance. The two-hour event took place on…

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