Gifford Lehman

President & CEO

Integris Wealth Management

    Monterey, CA, USA

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Bio
In 1995 I had been working as an institutional investment professional in New York for nearly 20 years. My wife and I were going through our annual process of formally reviewing our finances, and consulting with our “team” of advisors – attorney, insurance agent, and accountant – to reconcile and integrate our financial life. I found the process frustrating because our team was not really a team. Each advisor was an expert in his or her field, but no one wa... (login for more professional bio)
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