Integrated Planning & Investments

Jonathan Holt is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Integrated Planning & Investments and Integrated CPA Group LLP, having previously worked at Principal Financial Services and Principal Life Insurance Company. Holt serves on the board of the Fresno Sunset Rotary and is involved with the Financial Planning Association in Fresno as a board member. Integrated Planning & Investments is a small advisory firm managing approximately $107 million in assets across 205 client relationships. The firm offers discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services, utilizing a combination of fundamental, technical, charting, and cyclical analysis, and operates in affiliation with an accounting practice that provides tax preparation and advisory services.

Christopher Fide is a financial advisor with Integrated Planning & Investments in Clovis, CA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Principal Financial Services and Principal Life Insurance Company for nine years and is currently a partner and tax advisor at Integrated CPA Group LLP. Integrated Planning & Investments is a small advisory firm serving individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $107 million in assets. The firm provides discretionary asset management and comprehensive financial planning using a combination of fundamental, technical, and cyclical analysis, and offers an ongoing subscription planning service.