Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Shimon B

Series 63, Series 65

La Jolla, CA

Integrity Investment Portfolios LLC

Shimon Blumenfeld is a financial advisor with Integrity Investment Portfolios LLC, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at Integrity Brokerage Services, Inc. since 2009. Integrity Investment Portfolios primarily serves individual clients and their related trusts and retirement accounts, focusing on ongoing portfolio management of public equities and related securities. The firm employs a diversified analytic approach combining charting, cyclical, fundamental, quantitative, and technical analysis with modern portfolio theory, managing accounts on a non-discretionary basis through joint quarterly reviews.

Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Somboon W

Series 63, Series 65

Downey, CA

Integrity Investment Portfolios LLC

Somboon Wongvitavas is a financial advisor with Integrity Investment Portfolios LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including ten years with Integrity Brokerage Services, Inc. The firm primarily serves individual clients, their families, and related trusts, providing portfolio management focused on public equities. Integrity Investment Portfolios uses a diversified analytic approach combining various methods and manages accounts on a non-discretionary basis with quarterly client reviews.

Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Witt M

Series 65, Series 63

Downey, CA

Integrity Investment Portfolios LLC

Witt Mcdee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 65 and Series 63 licenses and more than 31 years of industry experience. His prior work includes roles at Integrity Brokerage Services, Inc. and E-W Investments, Inc., alongside operating Witt McDee EA Tax & Business Service, Inc. since 2010. Integrity Investment Portfolios primarily serves individual clients, their families, and related trusts, offering non-discretionary portfolio management focused on public equities through a diversified analytic approach involving multiple methodologies and long-term trading strategies.

Active portfolio management Options & derivatives strategies Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)