Integral Investment Advisors
Investment Company in Modesto, CA
Jodi Karambela is President and Portfolio Manager for Integral Investment Advisors. She has fifteen years of knowledge in the investment industry, ten of which she served as Vice President, Financial Consultant for Charles Schwab & Co. There, she was responsible for managing assets for high net worth investors in the Schwab Private Client advice program. Jodi has helped investors at every level of building their financial security, from starting portfolios to developing a plan for retiree's income sources.
Contact Details
From Website
read moreJodi Karambela, a Certified Financial Planner (CFP), is the Founder and President of Integral Investment Advisors, Inc. She has over 20 years of experience in the investment industry and holds a certificate in Personal Financial Planning from the University of California, Berkeley. Prior to launching Integral Investment Advisors, Inc., a registered independent advisory firm, she was a Vice President and Financial Consultant with Charles Schwab & Co., Inc. Jodi helps clients by providing comprehensive guidance that includes estate planning and financial planning in addition to investment management.
Investment management
read moreWe provide comprehensive financial guidance to address all aspects of your financial life. We believe you are best served by a highly-qualified and trusted team of professionals who understand your goals, plan for your future, and care about your success. Have a trusted professional design and manage a portfolio of investments that grows your wealth while staying within your comfort level. We strike the right balance between reacting to the markets without overreacting to daily noise. Our disciplined, long-term approach focuses on reducing your portfolio's risk to provide more consistent results.
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