Inside Integris
Inside Integris
Alex Black obtains the TPCP® certification
Apr 2026Integris Wealth Management is pleased to announce that Alex Black, CFP®, has earned the Tax Planning Certified Professional (TPCP®) designation from The American College of Financial Services. As an Advisor, Alex provides tailored investment and financial planning guidance…
Inside Integris
Team Spotlight: Kay Oh
Mar 2026We hope you enjoy getting to know Integris Team Member Kay Oh a bit more from a recent sit down we had with her. During the day, Kay is a Paraplanner and a member of the marketing team…
Inside Integris
Meet the 2025-2026 Integris Scholarship Recipients
Jan 2026
Inside Integris
A Season of Service at Integris
Jan 2026
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National Philanthropy Day 2025
Nov 2025
Inside Integris
2025 Client Appreciation Event
Oct 2025
Inside Integris
Promotion Announcement
Oct 2025
Inside Integris
2025 CSUMB Accounting Networking Event
Oct 2025
Inside Integris
Integris Welcomes Robert Hood
Sep 2025
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Integris Welcomes Amanda Shugart
Sep 2025
Inside Integris
Team Spotlight: Erik Larsen
Sep 2025
Inside Integris
Promotion Announcement
Jul 2025
Inside Integris
Integris Welcomes Julie Roth
Jul 2025
Inside Integris
Promotion Announcement
May 2025
Inside Integris
Integris Opens Salinas Office
May 2025
Inside Integris
Mike Leavy Achieves the Certified Exit Planning Advisor Certification
Apr 2025
Inside Integris
Team Spotlight: Mike Leavy
Apr 2025
Inside Integris
Katherine Woolever Achieves the CFP® Certification
Feb 2025
Inside Integris
Integris Welcomes New Team Members
Nov 2024
Inside Integris
Establishing the Integris Scholarship
Nov 2024
Inside Integris
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
Inside Integris
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
Inside Integris
2023 CSUMB Accounting Networking Event
Oct 2023
Inside Integris
Team Spotlight: Jessica Cutler
Jun 2023
Inside Integris
Integris Welcomes New Team Member: Liz Gibson
May 2023
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Promotion Announcement
Apr 2023
Inside Integris
Integris Recognized as RIA Edge 100 Firm
Apr 2023
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Team Spotlight: Michelle Arroyo
Nov 2022
Inside Integris
Celebrating National Philanthropy Day
Nov 2022
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Promotion Announcement
Oct 2022
Inside Integris
Celebrating 25 Years of Integris
Sep 2022
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Sharing Career Advice at CSUMB
Sep 2022
Inside Integris
Promotion Announcement
Sep 2022
Inside Integris
Integris Welcomes New Team Members
Jul 2022
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Follow Us on Social!
Jun 2022
Inside Integris
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
Inside Integris
Team Spotlight: Jenna Reynolds
Dec 2021
Inside Integris
