local storiesOctober 21, 2025

Inspiring Conversations with Kris of Integrative Financial Management

Local Stories

Today we’d like to introduce you to Kris.

Hi Kris, it’s an honor to have you on the platform. Thanks for taking the time to share your story with us – to start maybe you can share some of your backstory with our readers?
My story is 1 of reinvention and pivoting. My whole life my dream was to take over our family’s medical practice and to get into medical school. After graduating from UCLA with a biology degree, I got into medical school, and this is where the story shifts. I realized that I didnt like blood, hospitals, nor insurance companies, so medicine was probably not the best path forward. The table was set for my with my family business, yet I decided not to eat. I instead decided to pivot into finance. 20 years later I’ve grown my financial planning company to be recognized not only as one of the top companies in California, but also recognized by Forbes as one of the top in America.

Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
Going from a guaranteed payday (taking over the family eye surgery practice) into starting in an unknown field with 0 was difficult.

Appreciate you sharing that. What should we know about Integrative Financial Management?
We help the mass affluent with all aspects of their finances. While most financial advisors stop at the investment management, we extend our expertise and guidance to areas such as college savings, estate planning, family protection, retirement planning, and sophisticated tax reduction. In essence, our clients come to us for any question or concern that has a dollar sign tied to it. I have been recognized in Bloomberg business week, fortune, and Forbes magazine for the work that we have done and I’m consistently ranked amongst the top advisors in our entire national firm which is a Fortune 500 company

Are there any apps, books, podcasts, blogs or other resources you think our readers should check out?
I believe that life is a constant education period I try to learn something new everyday by not only ravenously and voraciously reading 25 books a year, but incessantly consuming audio books and podcasts in all of my free hours including in the shower and on the road. In addition, our company provides us some of the most cutting edge research that allows me to be as informed and proactive with our advice as possible

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