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Your Money
Reimagined

Integrated Wealth Planning

Bring your dreams into focus.

At Integrated Wealth Planning (IWP), we work closely with retirees, business owners, ultra-high net worth families, and corporate executives to replace worries and anxieties with the confidence that your financial matters will be handled appropriately and according to your vision.

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Stop wasting moments. Start living them.

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Industry Awards and Recognition

Barron's Advisor: Top 100 RIA Firms 2023
Barron's Advisor: Top 100 RIA Firms 2024

David was recently named on the
2025 Forbes | SHOOK Best-In-State Wealth Advisor Ranking*.

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Investment advice offered through Integrated Financial Partners, doing business as Integrated Wealth Planning, a registered  investment advisor.

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Click on the links for a copy of the Firm ADV and Client Relationship Summary.

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David Kline CA Insurance #0J15578

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Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

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Data provided by SHOOK® Research, LLC — Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK.

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