Kay Oh

Paraplanner at Integris Wealth Management - , California, United States

Kay Oh's Colleagues at Integris Wealth Management
Jessica Cutler

Senior Investment Associate

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Ken CFP

Associate Advisor

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Emily Smith

administrative assistant

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William Perkins

Operations Associate

Contact William Perkins

Fran Mosher

associate

Contact Fran Mosher

Michael CFA

Partner

Contact Michael CFA

Allison Barrientos

partner

Contact Allison Barrientos

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Kay Oh's Contact Details
Email (Verified)
***@integriswealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
["8313331717","8313331713"]
Location
Salinas,California,United States
Company
Integris Wealth Management
Kay Oh's Company Details
Integris Wealth Management logo, Integris Wealth Management contact details

Integris Wealth Management

, California, United States • 1 - 10 Employees
Financial Services

Count on Integris to be your trusted ally. You deserve to work with people you can trust. We uphold the highest ethical standards in each decision we make. This means we always direct our clients to their best available option, even if it means we forgo additional business.Integris is a 100% fee-only fiduciary. We never take commissions or kickbacks. We have zero financial product affiliations, and our unique team-based approach applies several minds and sets of eyes on your financial affairs. Whether you are a new investor looking for discerning guidance or you are a seasoned investor looking for a strategic partner, it would be our honor to work with you.

Details about Integris Wealth Management
Frequently Asked Questions about Kay Oh
Kay Oh currently works for Integris Wealth Management.
Kay Oh's role at Integris Wealth Management is Paraplanner.
Kay Oh's email address is ***@integriswealth.com. To view Kay Oh's full email address, please signup to ConnectPlex.
Kay Oh works in the Financial Services industry.
Kay Oh's colleagues at Integris Wealth Management are Jessica Cutler, Ken CFP, Emily Smith, William Perkins, Fran Mosher, Michael CFA, Allison Barrientos and others.
Kay Oh's phone number is ["8313331717","8313331713"]
See more information about Kay Oh