Integral Wealth Management is pleased to welcome David Epps to our team! Dave brings with him over 25 years of experience, a CERTIFIED FINANCIAL PLANNER^™ certification, and a dedication to providing clients a high level of service. For much of Dave’s career, he worked at the Modesto branch office of Charles Schwab & Co. and most recently held the title of Sr. Financial Consultant.

Dave loves building relationships with people and possesses a charisma that is unparalleled. Dave aspires to add value for clients through building income-generating portfolios, considering the most advantageous asset location across a client’s entire portfolio, and focusing on tax-efficient investment strategies. His approach is particularly well-suited for high net worth individuals and other tax-aware clients.

Dave is looking forward to serving clients in the Modesto area where he is a fixture in the community. Dave earned a B.S. in Finance from CSU Stanislaus before obtaining a Certificate in Personal Financial Planning from UC Berkeley. He has volunteered and held leadership positions with organizations in Modesto and the surrounding area such as Modesto Kiwanis and the Stanislaus County Library Advisory Committee. When Dave is not in the office, you may find him socializing with friends, playing a spirited round of golf, or spending time with his family.

If you are interested in working with Dave, please give our office a call at 209.633.3101.

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