Integral Financial ManagementIntegral Financial Management Contact: E. Howard Rudd, Principal
E. Howard Rudd is our principal investment advisor. A financial planning specialist registered with the California State Department of Corporations, Mr. Rudd provides a full range of financial advisory services, including tax, insurance, and investment management services to individuals and business. In addition to being a Registered Investment Advisor, Howard is licensed by the State of California as an independent Life, Health, and Disability Insurance Agent and as a Tax Preparer.
Howard is a graduate of the University of San Francisco and holds a postgraduate management certificate from San Francisco State University. Prior to establishing Integral Financial Management in 1994, Howard was San Francisco/Bay Area Public Sector Financial and Operations Manager for Pacific Bell. His 27 year career with Pacific Bell provided in-depth exposure to, and understanding of business issues and needs throughout the Bay Area and the Sacramento Metropolitan Area.
By matching your available resources, investment objectives, and tolerance for risk we can structure a personalized financial and investment strategy that works for you. As your personal situation changes, or as economic conditions or tax laws change, we can modify your financial strategy as appropriate.