Recent Achievements by our Advisors
Brooke earned her CFP® certification
Brooke Gaither has earned her CERTIFIED FINANCIAL PLANNER® certification by completing coursework and passing an exam covering a broad range of topics such as financial planning, retirement planning, tax planning, investment planning, education planning, and estate planning. The CFP® certification is the gold standard among financial planners and instills confidence in clients that the financial guidance they receive is high quality and comprehensive. Congratulations, Brooke!
Mike elected as Turlock’s City Treasurer
Michael Abram recently campaigned to be City Treasurer for his hometown of Turlock and was elected with nearly 58% of the vote. As Integral’s portfolio manager, Mike has the skills and expertise to manage Turlock’s $300 million bond portfolio. Mike is humbled to have earned the trust of his community and is looking forward to serving his community while continuing his work for Integral’s clients.
Thank you from Integral
From our team at Integral Wealth Management, we want to say thank you for your business and for your friendship. 2024 has been an exciting year both in the markets and for our growing team and we look forward to helping you in 2025. We wish you a peaceful season with your loved ones.