Gifford Lehman (CFP®, MBA)

Gifford Lehman focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

Yogi Berra once said, "If you don't know where you are going, you'll be lost when you get there." With that truism in mind, we strive to take a Comprehensive Finanical Planning approach with our clients. A financial plan is just a means to maximize the use of the financial resources available to you to achieve your life goals. We believe that to be truly effective, a financial plan should start with your life goals and reflect your values – the things that are most important to you. Once you know where you are going, we can help you integrate the financial aspects of your life with those goals and values so that you have a clear plan to make those goals not just a dream, but a reality. Your financial plan will help you achieve your goals if the plan comprehensively integrates:

1) Adequate funding,

2) Astute asset management,

3) Preservation of accumulated wealth from catastrophic loss,

4) Establishment of a well-crafted estate plan to properly distribute wealth at death and to anticipate potential incapacity, and

5) Strategic minimization of taxes in each of the above areas.

A financial plan is an ongoing and dynamic process.  As circumstances change – family, health, finances, markets, legislation, and goals – the plan needs to change too. In addition to responding to changes, a plan should be reviewed regularly to monitor your progress towards attaining your goals.

Additional Information

I work as a member of a team of 4 senior wealth managers at Integris Wealth Management. Financial planning and investment management involve many complex issues. The more people involved in formulating solutions to complex issues, the higher the quality of solutions. At Integris, all of our senior wealth managers have at least 10 years of financial planning and / or insitutional investment management experience. And all of our senior wealth managers hold the professional designation of Certified Financial Planner or Chartered Financial Analyst. We believe that the education, experience, and professional credentials of this team is an indication of our commitment to excellence.

NAPFA Start Date

April 13, 2004


This Office

456 Washington St Monterey, CA 93940-3024 Phone: (831) 333-1717 Ext: 1 Fax: (831) 333-1713