IF was created to change the face of financial advising. Through my extensive experience in financial services, I learned what kind of advisor I wanted to be, and more importantly, what kind of advisor I didn't want to be. My focus is on the best interests of the client and not how I can charge the highest fees. My goal is to help people create secure financial futures with their involvement in the process at the level which they choose. Integrity is the guiding principle of the company and that's why it is part of the company name.About the companyIntegritas Financial (IF) is a fee-only, fully remote, fiduciary run financial planning firm. Operating as a solo-practice, IF utilizes technology to create a co-planning experience that educates clients along the way to creating a flexible financial plan to cultivate a prosperous future. IF works with individuals and families who have never worked on a plan or need a fresh start. Many young families tend to not use their parents’ advisors because those advisors don’t understand the needs of someone trying to learn financial strategies while keeping costs reasonable. Clients with existing plans come to IF to be given better value through more communication, modern technology that keeps the client in sync with the plan updates, and transparent pricing.

My father started this business in 2001 and I have worked with him since 2017 to modernize business practices and to grow the business. I brought employee benefits to the company through a retirement plan and healthcare package. I also introduced and implemented client relationship management and project management software to improve efficiencies in daily operations. Through my efforts, the company has achieved measured growth and increased profits.

I am starting a blog to use all my earned skills to help individuals discover the best way to manage their money. Through my experience in all the different facets of the finance industry I have learned where investors can get the best help. I am ready to rock the finance industry and tell investors what they really need to know.

I started this company with my mother, Alexandria Kaysen, to diversify my income stream. I acquired and managed multiple properties. We found success in our venture through purchasing, renovating and selling the properties for profit. My role was focused on the financial aspects of running the business including property analysis, accounting, budgeting, financing, cash flow analysis, tenant screening, and other support roles.

I worked with end-clients in this role through one of the largest brokerage companies in the world. I developed and recommended investments for investors of all types and abilities. This was one of the most eye-opening experiences for me and thankfully propelled me to greater understanding of the psychology behind investment decisions.

I worked with the major wire houses in this role including UBS, Merrill Lynch, Morgan Stanley, and Wells Fargo. Here I learned why and how certain advisory practices select their clients’ investments. I also learned about proper portfolio management and the characteristics of many products in investment universe.

Here I worked with independent advisors who were seeking an efficient and cost-effective solution to manage and monitor their clients’ assets. By outsourcing the investment management, they enabled themselves to strengthen other areas in the wealth management spectrum. I helped administer the transition of firms from brokerage and wire to independent. Learning how to make these companies work efficiently was an essential step to understanding how to create and run my own firm effectively and efficiently.

SIDCO was a very important stepping stone to help me understand other types of advisors. I spoke with analysts from firms all over the country and learned the distinctions between the various financial advice businesses.

I learned a lot about the RIA business from this seat. I even helped administer the transition of firms from brokerage/wire house to independent. Learning how to make these companies tick was an essential step to understanding their importance in the advisory industry.

This was a team that I started as a Sophomore in college to help rising high school athletes to continue playing the sport or begin a new adventure in the sport. With this lacrosse team I learned management skills, leadership, and how to balance a budget with minimal resources. I consider this my first success in entrepreneurship.

In this role I started as an intern then became a part-time employee. This job helped me develop a better respect for the financial industry and laid the foundation of my career in finance. I was able to develop skills in sales, financial instrument knowledge, research and communications in the role.

In this role I acted a service specialist for current and prospective clientele. I served as an apprentice in the sales meetings and confirmed the validity of the product in each situation. Here I learned the basics of sales and the art of professional persuasion.

Acted as a liaison between the school and prospective students to help influence their decision to attend Cabrini College. I provided information about the school for current and incoming students through different forms of media as well as personal consultations.