We provide comprehensive financial guidance to address all aspects of your financial life. We believe you are best served by a highly-qualified and trusted team of professionals who understand your goals, plan for your future, and care about your success. Fee Only arrangement: Pay for advice based on a percentage of assets we manage; we receive no commissions nor compensation from third parties.
Have a trusted professional design and manage a portfolio of investments that grows your wealth while staying within your comfort level. Having a plan for your estate can provide peace of mind and bring families closer together. Improve tax efficiency and maximize your earnings by holding the right investments in the right accounts.
Have a trusted professional design and manage a portfolio of investments that grows your wealth while staying within your comfort level. Having a plan for your estate can provide peace of mind and bring families closer together. Improve tax efficiency and maximize your earnings by holding the right investments in the right accounts.
Services
Jodi Karambela, a Certified Financial Planner (CFP), is the Founder and President of Integral Investment Advisors, Inc. She has over 20 years of experience in the investment industry and holds a certificate in Personal Financial Planning from the University of California, Berkeley.
Prior to launching Integral Investment Advisors, Inc., a registered independent advisory firm, she was a Vice President and Financial Consultant with Charles Schwab & Co., Inc.Jodi helps clients by providing comprehensive guidance that includes estate planning and financial planning in addition to investment management.
Prior to launching Integral Investment Advisors, Inc., a registered independent advisory firm, she was a Vice President and Financial Consultant with Charles Schwab & Co., Inc.Jodi helps clients by providing comprehensive guidance that includes estate planning and financial planning in addition to investment management.
We provide comprehensive financial guidance to address all aspects of your financial life. We believe you are best served by a highly-qualified and trusted team of professionals who understand your goals, plan for your future, and care about your success. Have a trusted professional design and manage a portfolio of investments that grows your wealth while staying within your comfort level.
Each of us at Integral Wealth Management is passionate about giving back to our community. Every fall between 2012 and 2018, Integral has been a title sponsor of the Red Cross Classic at Rancho Murieta, a golf tournament supporting our local chapter of the American Red Cross. The event was a great place for our partners in the financial industry to join together with our friends and the community for a good cause.
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