About My Practice
Yogi Berra once said, "If you don't know where you are going, you'll be lost when you get there".
We create financial peace of mind for people who have acquired some measure of wealth and are now facing the complexity of managing their financial lives. We do this by providing our clients with objective and independent advice, and then applying that advice across all aspects of their financial lives to create a coherent, integrated plan.
Our fee-only compensation structure and independence provides you with the confidence that our advice is objective.
Our experience, education and professional credentials are a testament to both our ability and commitment to provide you with quality advice.
Our goal is to provide you with an integrated financial plan that includes all the major aspects of your financial life.
We work together with you as members of the same team. We provide the expertise and do the work. You provide the direction and retain the control.
Gifford Lehman is an independent, fee-only CERTIFIED FINANCIAL PLANNER™ professional. He founded Gifford Lehman Advisory Services in 1997, renamed Integris Wealth Management in 2006. Throughout, Giff has worked with affluent families and individuals to design, implement, and monitor financial plans to achieve his clients’ life goals.
Giff earned his MBA in Finance from Carnegie-Mellon University in 1977 and spent the next twenty years in New York City as an investment management professional working with institutional clients. This combined practical and educational background gives Giff a seasoned perspective in building and managing investment portfolios for long term success.
Giff has been a member of the Financial Planning Association since 1997 and has twice been elected by his peers to serve as a chapter president. Giff is also a member of the National Association of Personal Financial Advisors, a professional organization that grants membership exclusively to fee-only advisors who have passed a peer reviewed screening process.
Giff lives with his wife of 33 years in Pebble Beach, and has two adult children. Giff has been involved with a number of local non-profits and is currently serving on the investment committees for the Foundation for CSU Monterey Bay and Monterey Peninsula College Foundation, as well as the planned giving committee for Monterey Museum of Art..
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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