Inside Integris
Inside Integris
Integris Hosts Financial Literacy Class for MBFC
Jul 2026Monterey Bay Football Club (MBFC) welcomed Integris Wealth Management to Cardinale Stadium on Wednesday, May 21, 2026, for a financial literacy session led by Integris Advisor, Alex Black, CFP®. Structured as an open, discussion-based class, the session focused…
Inside Integris
Integris Welcomes Alex Kiley
Jun 2026Integris Wealth Management is delighted to have Alex Kiley officially join us as the newest member of our team. Alex joins us in the role of Investment and Client Service Associate, where he will be responsible for portfolio…
Inside Integris
Integris Strengthens Partnership with Monterey Bay Football Club
Jun 2026
Inside Integris
Integris Announces Partnership with Monterey Bay Sirens
Jun 2026
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Alex Black obtains the TPCP® certification
Apr 2026
Inside Integris
Team Spotlight: Kay Oh
Mar 2026
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Meet the 2025-2026 Integris Scholarship Recipients
Jan 2026
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A Season of Service at Integris
Jan 2026
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National Philanthropy Day 2025
Nov 2025
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2025 Client Appreciation Event
Oct 2025
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Promotion Announcement
Oct 2025
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2025 CSUMB Accounting Networking Event
Oct 2025
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Integris Welcomes Robert Hood
Sep 2025
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Integris Welcomes Amanda Shugart
Sep 2025
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Team Spotlight: Erik Larsen
Sep 2025
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Promotion Announcement
Jul 2025
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Integris Welcomes Julie Roth
Jul 2025
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Promotion Announcement
May 2025
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Integris Opens Salinas Office
May 2025
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Mike Leavy Achieves the Certified Exit Planning Advisor Certification
Apr 2025
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Team Spotlight: Mike Leavy
Apr 2025
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Katherine Woolever Achieves the CFP® Certification
Feb 2025
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Integris Welcomes New Team Members
Nov 2024
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Establishing the Integris Scholarship
Nov 2024
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2024 CSUMB Accounting Networking Event
Oct 2024
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Integris Appreciation Event Recap
Jul 2024
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Team Spotlight: Kevin Mahoney
Jul 2024
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Welcome Erik Larsen
Jul 2024
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Partnership Announcement
Jan 2024
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National Philanthropy Day 2023
Nov 2023
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Team Spotlight: Tanya Stanberry
Nov 2023
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2023 CSUMB Accounting Networking Event
Oct 2023
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Team Spotlight: Jessica Cutler
Jun 2023
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Integris Welcomes New Team Member: Liz Gibson
May 2023
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Promotion Announcement
Apr 2023
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Integris Recognized as RIA Edge 100 Firm
Apr 2023
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Team Spotlight: Michelle Arroyo
Nov 2022
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Celebrating National Philanthropy Day
Nov 2022
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Promotion Announcement
Oct 2022
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Celebrating 25 Years of Integris
Sep 2022
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Sharing Career Advice at CSUMB
Sep 2022
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Promotion Announcement
Sep 2022
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Integris Welcomes New Team Members
Jul 2022
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Follow Us on Social!
Jun 2022
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Team Spotlight: Alex Black
Jun 2022
Inside Integris
Integris Cheers on MBFC
May 2022
Inside Integris
Team Spotlight: Katherine Woolever
Mar 2022
Inside Integris
Integris Wealth Management Announces Partnership with Monterey Bay Football Club
Dec 2021
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Team Spotlight: Jenna Reynolds
Dec 2021
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