Allison Barrientos, CFP®, CPA
Promotion Announcement
May 2025Integris Wealth Management is pleased to announce promotions for Katherine Woolever, CFP®, and Liz Gibson. Katherine has been promoted from Paraplanner to Associate Advisor and Liz has been promoted from Investment Associate to Senior Investment Associate. Since interning…
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Integris Opens Salinas Office
May 2025Integris Wealth Management is thrilled to announce the opening of an office in downtown Salinas at 60 W. Alisal Street, Ste 105, Salinas, CA 93901. Located one block off South Main St. and across from the Salinas City…
Spring into Growth: Why Diversification Matters for Your Portfolio
Apr 2025As a financial advisor, I am often asked how to make smart investment choices, especially during times of market uncertainty. With the winter months bringing market volatility, many investors may feel nervous about their portfolios this spring. The…
Mike Leavy Achieves the Certified Exit Planning Advisor Certification
Apr 2025
Team Spotlight: Mike Leavy
Apr 2025
A Blueprint for Non-profit Organization Investment Portfolios
Apr 2025
Tips for the 2025 Tax Filing Season
Feb 2025
Love and Money: Financial Planning for Couples
Feb 2025
Katherine Woolever Achieves the CFP® Certification
Feb 2025
Webinar: Trump 2.0 and Post Election Considerations
Feb 2025