Integrative Planning, Inc.

Andrew Gibson is a financial advisor at Integrative Planning, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vanguard Advisors, Inc. and Alphastar Capital Management, LLC. Integrative Planning, Inc. provides discretionary asset management, model-portfolio implementation, and financial planning services primarily for individual clients. The firm manages approximately $100 million across about 400 clients, employing strategic and rules-based tactical portfolios that incorporate a variety of asset classes and quantitative, technical, and fundamental analysis.

Shawn Lee is a Series 65 licensed advisor at Integrative Planning, Inc. with 15 years of industry experience. His prior roles include positions at Alphastar Capital Management, Milestone Asset Management, Brookstone Capital Management, and Beacon Wealth Advisors. He is also CEO of the Learning for Life Foundation, a nonprofit focused on lifestyle and financial well-being. Integrative Planning, Inc. provides discretionary asset management, model-portfolio implementation, and financial planning services primarily for individual households. The firm combines strategic and tactical portfolios using a variety of asset classes and emphasizes tax-aware asset location and rebalancing.

Nicholas Lavella is a CFP® professional with nine years of industry experience, currently serving at Integrative Planning, Inc. He has previously worked at The Vanguard Group, Inc. and Beacon Wealth Advisors. Integrative Planning, Inc. provides discretionary asset management and financial planning services primarily to individual, non–high-net-worth clients. The firm employs strategic and rules-based model portfolios that incorporate a variety of asset classes and emphasizes tax-aware asset location and rebalancing.