Malibu, CA Office
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Integrity Financial Corporation
Team
Firm-wide stats for Integrity Financial Corporation
About
Integrity Financial Corporation serves individuals (including high‑net‑worth clients), families, family offices, business owners, corporate retirement plans and charitable organizations. The firm provides investment and wealth management, comprehensive financial and legacy planning, family‑office consulting, and 401(k)/profit‑sharing plan consulting, managing assets on both discretionary and non‑discretionary bases.
The firm builds tailored portfolios using a Modern Portfolio Theory framework, typically employing indexed and actively managed ETFs, mutual funds and other commingled pooled vehicles with periodic rebalancing and tax‑aware positioning. For financially qualified clients it may allocate to privately offered pooled funds and alternative strategies (including private equity, private credit and real estate), and it supplements in‑house research with third‑party consulting while applying technology tools under human oversight and documented investment policy statements.
Distinctive features compared with many multi‑team advisors include Integrity’s role advising and providing portfolio management for pooled vehicles and acting as a discretionary sub‑adviser to a private fund series structured for insurance‑company investors via private placement life insurance accounts. The firm is also affiliated by common ownership with an accounting practice and maintains disclosed revenue‑sharing and referral arrangements (including a supervised‑person agreement with a credit union and licensed insurance distribution), relationships the firm identifies as potential conflicts of interest.
Based on Integrity Financial Corporation
Expertise
Based on Integrity Financial Corporation
Location
24955 Pacific Coast Highway, Suite B202
Malibu CA 90265
Advisors at this office
2
Advisors at this office
Michael S
Series 63, Series 65
Malibu, CA
Integrity Financial Corporation
Michael Sanchez is a financial advisor at Integrity Financial Corporation with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Lido Advisors, Banyan Tree Securities and Asset Management, AmeriVet Securities, Glencrest Investment Advisors, and Morgan Stanley. He serves as director and corporate secretary for the Father Bill Moore Foundation for the Arts, a nonprofit supporting artists and community arts programs. Integrity Financial Corporation provides investment and wealth management services to individuals, families, business owners, corporate retirement plans, and charitable organizations. The firm employs a Modern Portfolio Theory approach, utilizing indexed and actively managed ETFs, mutual funds, and other pooled vehicles, and offers access to alternative strategies and private funds for qualified clients.
Alexander W
Series 65
Malibu, CA
Integrity Financial Corporation
Alexander Whitney is a financial advisor at Integrity Financial Corporation with one year of industry experience. He holds a Series 65 credential and has previously worked at Canterbury Consulting Inc. and Manchester Financial. Whitney also has a five-year tenure at Pepperdine University. Integrity Financial Corporation serves individuals, families, business owners, corporate retirement plans, and charitable organizations with investment and wealth management, financial and legacy planning, and family-office consulting. The firm employs a Modern Portfolio Theory framework using indexed and actively managed funds, and it offers alternative strategies and discretionary sub-advisory roles for qualified clients.
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