Integris Welcomes Alex Kiley

Integris 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 monitoring, trading, and accounting. He will also work closely with the firm’s Advisors to help support the day-to-day operational needs of our clients.

As a recent graduate from California Polytechnic State University, San Luis Obispo, Alex earned his bachelor’s degree in Business Administration with a concentration in Financial Management. He is also a proud alumnus of the Integris internship program, and we are thrilled to continue supporting his professional growth as he begins his full-time career with the firm.

When asked about what sparked his interest in personal finance, Alex shared, “I’ve always been drawn to numbers and strategy, but what really captured my interest in personal finance is seeing how thoughtful financial decisions can give people freedom, optionality, and peace of mind, empowering them to pursue opportunities and make confident choices. It’s fascinating to me how planning and understanding money can open up opportunities in life, whether that’s pursuing a passion, preparing for the future, or simply feeling secure in the choices you make.”

Looking ahead, Alex will be focused on building strong connections with clients and learning as much as he can across all facets of financial planning. Over the next three to five years, he hopes to complete the CERTIFIED FINANCIAL PLANNER® (CFP®) certification as he continues to grow within the profession.

Please join us in welcoming Alex to the Integris Wealth Management team—we’re excited to have him on board!