Giff 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 institutional investment management professional. Additionally, he obtained the CERTIFIED FINANCIAL PLANNER™ designation in 1998. 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 34 years in Pebble Beach, and has two children - a daughter who practices family law in Los Angeles and a son who works as a management consultant in New York City. Giff's community involvement has included serving on the Board of Pacific Repertory Theater, the investment committee of CSU Monterey Bay and Monterey Peninsula College Foundation and The Planned Giving committees of PacRep and MPC Foundation.
You can contact Giff at giff@integriswealth.com
or 831-620-1717.
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