Integrated Planning & Investments

Your trust. Our experience.

As fiduciaries our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your financial goals a reality.

Our Process Explained

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Work with a team that puts you first.

No matter the complexity of your financial circumstances, we believe a comprehensive financial plan and strategic investment management can create better financial outcomes.

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Our Clients

We maintain strategic experience across a broad range of clientele, including:

Business Owners

Business owners unlock planning potential that drives their goals. These clients value a "go-to" advisor who understands the nuance that is ever apparent in operating a business.

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Physicians

Our team works with physicians in Central California and across the United States. Our physician clients value the clarity we bring to their financial strategies and our proactive approach to optimizing their resources and long-term planning.

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Who We Are

Chris and Jonathan formalized their partnership in early 2014 while working with a national broker-dealer. In 2023, they launched IPI, establishing a firm built on core principles designed to guide how clients are served. As the firm has grown, its commitment to a holistic approach to financial planning—including estate and tax strategies—has helped build a strong foundation for clients across the United States. For physicians and business owners, IPI offers the advantage of working with advisors who understand the nuances of regional tax codes and the unique financial challenges professionals face nationwide.

Jonathan B Holt, CFP®

Financial Planner

559-472-3656

Jonathan.Holt@Integrated-Plan.com

Jonathan has served in a variety of capacities in the financial services industry since 2013. He completed his CERTIFIED FINANCIAL PLANNER™ certification in 2018 and has a BS degree from California State University Fresno. He is also...

Christopher T Fide, MBA

Financial Planner

559-472-3656

Chris.Fide@Integrated-Plan.com

Chris has been involved in financial services since 1998. Chris earned his MBA from the Darden Graduate School of Business Administration at The University of Virginia and his BA in Economics, Political Science and Psychology from Rice...

Our Services

We believe financial planning is an ongoing process which requires routine maintenance. Life changes such as getting married, having children, changing jobs, retiring, completing residency, or selling your business all have ripple effects on your overall financial plan - routine planning helps ensure these transitions are smooth.

Our team is composed of experienced financial planners. Whether you’re a young professional or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and experience.

Financial Planning

Financial planning is the foundation; creating a living, breathing, evolving roadmap for your goals

Tax Planning

Proactive planning for efficient and effective tax outcomes

Estate Optimization

From titles to transfers—secure your family's future with smart asset ownership, structure, and succession

Investment Planning

Creating ongoing, living strategies that are tailored to your needs and goals

Risk Analysis

Risk is the most overlooked vulnerability in planning—address it before it undermines outcomes

Integrated Engagement

Residency ends, real life begins—planning needs surge for physicians stepping into practice

Employer Retirement Plans

We offer assistance with designing and managing existing and start-up retirement plans for small business owners around the country

Entity Evaluation

Determining what structure is most appropriate for your circumstances can be a daunting task; we can assist in providing the clarity you need

A Summary of Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, goals and objectives.

STEP

2

Strategize

Our team will present tailored financial strategies designed to help you achieve your goals and objectives.

STEP

3

Implement

Life changes? Market volatility? We’ll help keep your financial plan on track every step of the way through routine engagement.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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