INTEG RITY
INTEG RAL
INTEG RATION
The name INTEG reflects the values and approach that define how we serve our clients:
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Integrity – We act in your best interest, with transparency, discipline, and trust at the center of everything we do.
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Integral – We stay focused on what truly matters—long-term fundamentals, strategic discipline, and meaningful insight—while filtering out the noise.
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Integration – Our approach combines investment strategy, financial planning, and risk management into one cohesive process. We believe your financial plan should be more powerful than the sum of its parts.
We are not chasing trends. We are building enduring plans, one client at a time.
Our Partners
At INTEG, we believe great financial advice is made even stronger through strategic partnerships.
We work with Charles Schwab & Co., Inc., a trusted custodian that safeguards client assets while providing institutional-grade account management and client service. Their platform also gives us the flexibility to use or build world-class investment portfolios aligned with your long-term goals.
For planning, we rely on eMoney, a robust financial planning system that allows clients to interactively track their goals and collaborate with us in real-time. eMoney, owned by Fidelity Investments, employs advanced security features and protocols including password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more.
These partnered teams help us deliver clarity, precision, and transparency—backed by the strength of experienced administrative and support teams behind the scenes.
Meet The Founder
I started INTEG to bring clarity, depth, and long-term thinking to people who care about making smart, meaningful financial decisions.
With a Master’s in Electronics Engineering, I bring a strong analytical and systems-based approach to problem-solving. I later earned my MBA from UCLA Anderson, with a focus on finance and investment, which helped bridge my technical mindset with a deep understanding of markets, business strategy, and risk.
Beyond technical expertise and fundamental analysis, I believe long-term investment success depends heavily on discipline, temperament, critical thinking, and the ability to remain rational in challenging times. When facing complex questions or uncertainty, I often ask myself:
“What would Warren Buffett, Charlie Munger, or Howard Marks say about this?”
That perspective—grounded in wisdom, long-term thinking, and emotional clarity—guides how I invest and how I advise my clients.
Request More Information
If you have a specific question, want to join one of our complimentary webinars, or would like to learn more about how INTEG can support your goals, feel free to reach out.