over 15 years of dedicated service
Through hard work and a passion for helping others, Integral Wealth Management has come from humble beginnings to become an authority in wealth management in California’s Central Valley.
Jodi worked her way up from Intern to Branch Manager of the Modesto branch of Charles Schwab. She then took a chance on herself by starting her own independent investment advisory firm. Integral Wealth Management was founded in 2008 and Jodi was truly heartened by the many loyal clients who followed her.
A few years later Jodi’s son-in-law Mike returned home to team up with Jodi after finishing his PhD in Math at USC. Jodi’s and Mike’s strengths complement one another: Jodi’s experience and varied interests allow her to connect easily with people, and Mike’s ability to analyze data and solve problems allows him to manage risks and communicate expectations clearly.
Family Owned and operated
Over the years Jodi and Mike have worked to improve people’s lives through compassionate and informed financial guidance and investment management. Having achieved some of the highest credentials in the investment profession, Jodi (CFP®) and Mike (CFA) provide clients access to an industry-leading knowledge base, but with an intimate, family-oriented atmosphere.
Our Values
At Integral Wealth Management we treat you like family, honoring your uniqueness and earning your trust through comprehensive and accessible guidance through the ups and downs of markets and life. Above all, we believe in:
Building lifelong relationships
Life has its share of ups and downs. We’ll be the steady, reassuring presence you can turn to when plans change.
Honoring what makes you special
Your unique goals deserve a unique solution. Our passion is to see you live with more ease and accomplish your goals.
Advancing in knowledge together
The world around us is constantly changing. Your money should be managed based on the latest research, not hopes and feelings.