Integra Capital Group - About Us

Integra Capital Group was created for two reasons:

1) To provide intelligent, honest, and unbiased financial advice, and
2) to reduce the time and anxiety clients experience making ever-more-complicated financial decisions.

The first goal is accomplished through independence and transparency. Independence is not being affiliated with a company that makes proprietary product or engages in additional businesses that pose a potential conflict of interest like investment banking. Transparency is having an investment process that is easily understood and holdings can be readily known. It is also retaining investment decision-making at the advisor level rather than outsourcing it to third-party money managers. The second goal is accomplished by combining a broad and deep understanding of all of the financial choices facing you with state-of-the-art financial planning technology. This means the advice you receive will be comprehensive and relevant to your personal situation. You will also have access to your own personal, secure financial website that aggregates all of your financial information into one place. This will reduce the time and energy required to keep track of your finances as well as give you the ability to view your finances as a whole rather than as individual pieces.

Jesse D. Gossett, Principal: Jesse Gossett is a leading expert on Wealth Management providing advice to families and businesses throughout the SF Bay Area. With twenty years of experience in all major aspects of financial services including working in New York for OppenheimerFunds, managing the life insurance and estate planning business in California for Citibank, and working for JPMorgan Chase in the wholesale lending division, Jesse is uniquely qualified to offer personal financial advice.

Wealth Management is an increasingly complex field requiring someone with a broad and deep knowledge of the various financial planning tools and strategies. To better serve his clients, Jesse has earned the following credentials and licenses:

• Certified Financial Planner™
• Certified Divorce Financial Analyst™
• Registered Investment Advisor
• FINRA Series 7, 66, 30, 31, and 24 Licenses
• California Life, Accident, & Health Insurance License (#0A77879)
• California Fire & Casualty Insurance Broker / Agent License (#0A77879)
• California Department of Real Estate Broker’s License (#01846357)
Jesse lives in Kentfield with his wife, Stephanie, and their son, Aidan. He is also the Treasurer of the Kent Woodlands Property Owners Association.