Your Team

Meet your Advisory Team! Our advisors have expertise in real-world portfolio management and comprehensive financial planning and have earned top designations in the industry including Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®).

advisory team

Jodi Karambela, CFP; Founder & President

Jodi Karambela, CFP®
Founder & President

Financial Experience

  • 25+ Years

Education

  • Certificate in Personal Financial Planning, UC Berkeley

Designations

  • Certified Financial Planner (CFP®)

Areas of Expertise

  • Trusts and estates
  • Bonds and fixed income
  • Financial planning
  • Charitable giving

Community Involvement

  • MJC Foundation (current board member)
  • Great Valley Museum (past president)
  • Dodge Ridge Ski Patrol (past volunteer)
  • American Red Cross (Tiffany’s Circle)
Michael Abram, PhD, CFA; 
Principal & Portfolio Manager

Michael Abram, PhD, CFA
Principal & Portfolio Manager

Financial Experience

  • 8 Years

Education

  • PhD Mathematics, University of Southern California
  • MA Mathematics, University of Southern California
  • BS Mathematics, University of the Pacific
  • BA Music, University of the Pacific

Designations

  • Chartered Financial Analyst (CFA)

Areas of Expertise

  • Investment management
  • Tax planning
  • Advanced spreadsheet modeling
  • Compliance

Community Involvement

  • Modesto Parent Participation Preschool (treasurer)
  • Cassandra Abram for Turlock City Council 2022 (campaign finance consultant)

Support Staff

Mallory Sise, Paraplanner

Mallory Sise
Paraplanner

Education

  • BA Business Administration (concentration in Finance), CSU Stanislaus

Areas of Expertise

  • Financial planning
  • Social Security income planning
  • Senior living planning
Amy Genasci, Client Service Associate

Amy Genasci
Client Service Associate

Prior Experience

  • Paralegal and Legal Secretary for over 15 years

Credentials

  • Notary Public

Areas of Expertise

  • Client service
  • Record keeping
  • Compliance

Tim Abram
Director of Technology & Marketing

Education

  • PhD Bioengineering, Rice University
  • MS/BS Biomedical Engineering, Cal Poly SLO

Areas of Expertise

  • Computer programming
  • Data visualization
  • Design

Paulette Cooper
Bookkeeper

Prior Experience

  • Operations Manager at Integral Wealth Management

Areas of Expertise

  • Bookkeeping
  • Human resources

Learn more about Integral’s Story

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